Customers represent owners of pets, and are required for creating pets, bookings, invoices, and sales orders.
You can add a new customer by opening the Customers dropdown in the top menu and clicking the Add Customer link.
Customer Fields
- First Name – the given name(s) of the customer.
- Last Name – the family name of the customer.
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Email – the primary email address of the customer. By default email addresses must be unique.
- Automated email messages will be sent to this address.
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Mobile Phone – the mobile phone number of the customer.
- Automated SMS messages will be sent to this number.
- Home Phone – the home phone number of the customer.
- Work Phone – the work/business phone number of the customer.
- Secondary First Name – the given name(s) of a secondary contact for the customer.
- Secondary Last Name – the family name of a secondary contact for the customer.
- Secondary Email – the secondary email address of the customer.
- Secondary Mobile Phone – the secondary mobile phone number of the customer.
- Emergency Contact Name – the emergency contact person.
- Emergency Contact Phone – the emergency contact phone number.
- Alert – an alert message that will be prominently displayed with the customer and on their bookings in red (not visible to customer).
- Notes – additional notes related to the customer.
- Address – the street address of the customer.
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Suburb – the suburb the customer resides in. Click on the field and start typing to find the correct suburb. Suburbs for Australia are preloaded.
- if you wish to add a new suburb that doesn't exist - click the blue
icon.
- if you wish to add a new suburb that doesn't exist - click the blue
- Instagram – the Instagram account of the customer.
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Vet – the vet of the customer.
- You can add a new vet by clicking the blue
icon.
- You can add a new vet by clicking the blue
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Lead Source – the lead source of the customer (how they found out about your business).
- You can add additional lead sources in Customization settings.
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Customer Type – the customer type (used for pricing custom pricing calculations).
- You can add additional customer types in Settings > Customization > Lead Sources.
- Default Taxi Pickup Staff – automatically assign a staff member to be used when adding taxi pickup extras. For example if you have a North and South run for a taxi then it can automatically select North every time if required.
- Default Taxi Dropoff Staff – automatically assign a staff member to be used when adding taxi dropoff extras.
- Not Welcome – enable this if you do not wish the customer to make further bookings. There is a setting in Settings > Customer Portal > Portal Settings that prevent Not Welcome customers from logging in. This is on by default. The "Not Welcome" message will appear next to the customer's name in the admin (not visible to customer).
- Consent Contact – untick this if the customer does not wish to receive emails or SMS. It is required to be on to allow email and SMS to be sent to them.
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Active – untick this and save and the customer profile will be hidden from the software. You can view inactive customers by going to Find Customer and opening the little filter icon
in the top right then selecting show inactive.
Adding a Customer When Making a Booking
You can also add a new customer when adding a booking.
Press the blue + button next to choose a customer to add a new customer.
That brings up a compact version of the add customer screen.
You can always click Add Full Customer if you wish to add all the details. When you save the customer you will be brought back to the add booking screen with the added customer selected.
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