Setting Up: Your Studio
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3.
Enter the customer status. Select
[Add Status]
to create a new one.
4.
Select
[Add Family Member]
if you want to associate relatives of the customer
with this account. Enter the relative information and select
Add Family Member
.
5.
Select
Save Customer
.
You will be taken back to the customer list. Here you will find the customer’s home
page, complete with all bookings, calls, notes, and orders. You will learn more about
these options later.
Note:
Duplicate customers can be created. Make sure you enter all the pertinent
information (middle name, email address, etc.) to differentiate the customers.
Editing a Customer
Click on a customer’s name to see the customer details. Select
Edit Customer
from the
bottom of the window to edit any customer information. Select
Delete Customer
to
remove them.
Import and Export File
Information from an external program, in either .csv or .txt format, can be imported in
the software. This can make the setup faster to complete.
Once the customer setup has been completed, you can export the data for backup
purposes. The file can also be used by other external programs as well.
Summary of Contents for Studio Solution
Page 1: ...User Guide ...
Page 366: ...Index 366 Zoom 296 ...
