Add Activity / Service
Your business is hopefully offering services to your clients.
This is where your list of services is created.
You will be creating customer records with
- customer (who came to you?)
- service (why did customer come?)
- staff (who took care of the customer?)
- time (when did this all happen?)
In order to being able to do all this you need to enter the services that you offer
to your clients.
This is how:
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Just name the activity/service and give a small description of what it implies. |
You now have a powerful possibility to have a reminder attached to this service.
If the service is of a recurring type, then this is exactly what you need!
Car for annual service, the monthly haircut, the weekly table-reservation...
It can be set to repeat from every day up to 31 years !!! |
At the bottom, we have the list of the services that you have registered in the
system.
You can delete any or several by putting a checkmark on it's line and press the
delete-button. |