Customers
Each customer may have multiple phone numbers, emails, addresses and pets. To make the booking process faster, you can set default values for these details. These will automatically populate when you're creating a new booking for that customer.
INFO
All new bookings will automatically be assigned to a customer. To understand how this assignment is done, please refer to the Auto-Assigned part in this documentation.
Creating a new Booking
You have two options for creating a new booking for this customer:
- Use the button in the top-right corner.
When you create a new booking for a customer using this method, the system will automatically:
- Fill in the customer's name
- Use the default address for the customer
- Use the default phone number and email for the customer
- Use the actions dropdown in the
Bookingslist.
For more details on what is considered when creating a new booking from an existing booking, please refer to the relevant section in this documentation.
Editing Customer
To edit details such as the customer's name or status, click the Edit button located at the top of the page.
A pop-up will appear, allowing you to update the information.
Add new information
To add new information, click on the Add button located in the top-right corner of the section where you want to input new data.
For example, to add a new phone number, click the Add button as illustrated below: 
A form will pop up, asking you to fill in the required information.
Edit information
To edit information, hover your mouse over the row you wish to modify and click on the Edit button.
A pop-up will appear, similar to the one for adding new information. Here, you can enter the updated details. If the row you're changing is set as the default, this will also update the information in the top section.
Delete information
Similar to editing information, when you hover your mouse over the row, a Delete button will appear.
After clicking on it, a pop-up will show up asking you to confirm the delete action. If the row you're deleting is set as the default, this will remove the default setting for that customer, and you'll need to choose a new default.
Marking information as default
To set information as the default, hover your mouse over the row you want to designate as default and click the Make Default button. This will set the selected information as the default for that customer.
Adding notes
When viewing a customer profile, you also have the option to add notes for that customer. These notes are only visible to those who have access to the dashboard. Neither the customer nor the groomer using the app will be able to see this information.
Deleting Customer
At the bottom of the page, there is an option to delete the customer.
Be cautious when using this feature, as it will permanently remove the customer. While this action won't delete any bookings, it will sever the relationship between the customer and their bookings, and this cannot be undone.
