Creating a New Booking
Back to topFrom the customer record screen, you can also create a new booking using the customer's previously entered information. To create a new booking, click on the + New Booking button in the left sidebar.
Editing the customer record is also very easy. Simply click on the blue pen icon next to the field you wish to edit. This will put that field into edit mode. Make your changes and then click on the checkmark.
 |
Editing the customer record will not update previous bookings by that customer. The address entered for a previous booking will remain the same unless you pull up that invoice and edit it manually. |
|
It's not currently possible to add a staff note to a customer record. Staff notes may, however, be added to a customer's invoice on a per booking basis. |
< Customer Directory: Convert Profile to Account | Customer Directory: Archiving a Record >
Comments
0 comments
Article is closed for comments.