Adding and Updating a Customer

Appointment Booking : Adding and Updating a Customer

Adding and Updating a Customer

If you want to add a new Customer, click the New customer icon,

. The Add customer window will be opened:

Fill in the applicable information, then click Save & Add to save the Customer and add him/her to the appointment.

Note that a few fields are mandatory. They are marked with the text required. Also, depending on how your system is configured, all fields may not be available.

You can also update the Customer information by clicking on the pencil icon next to the found Customer, or the name of the Customer. The Update customer window is opened:

Here, you can update any information that has been registered about the Customer. When done, click Update.

Note that some fields are mandatory. These fields are marked with the text required. Also, depending on how your system is configured, all fields may not be available.