Add, Edit, or Delete Customers
Last updated
Last updated
Customer profiles help you easily manage customer contact information while keeping track of notes, appointments, and preferences.
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.
Delete Customer Profile
To delete a customer profile, click on "Delete" next to the customer in the list and choose "Ok".