Add, Edit, or Delete Customers

  • Customer profiles help you easily manage customer contact information while keeping track of notes, appointments, and preferences.

Adding or deleting customer profiles

  1. Adding a customer profile

  • Start by clicking "Customers," then select the (+) button above the search field.

  • Next, enter the customer's name and contact information, and save your changes.

  1. Delete Customer Profile

  • To delete a customer profile, click on "Delete" next to the customer in the list and choose "Ok".

Last updated