Add customer record

In order to activate your recurring reminders, you need to add customer records.
Adding a customer record will activate the reminder that you have registered with the
service.

If you have a service called "monthly checkup", and you set the recurrance to 1 month,
then you can add a customer record for one of your customers that needs to have a
checkup every month.

The reminder will be activated from the moment that you save your customer record.
Hence, the client will be reminded in one month, minus the setting
"remind X days before appointment", usually 2 days for Email and one day for Text.

Here's how to do it:

When you first get here, you will find the search-pane, where you can search for your customer.

Search can be done by entering either tha lastname, home phone, email or all of them. Then press the search-button.

As you see, there is a little help-list popping up as you start to write the lastname. Click on the name that you are looking for as soon as it appears, in order to save time.

As you press the search-button, the list below appears. It's the list of your existing customers to choose from.

Click on the "Add"-link in order to continue.

After the customer is selected from the list above, by pressing "Add", the list is replaced by a form for you to fill in.

The firstname and the lastname fields should already be prefilled with the customers data from the list above.

Should you decide to change any of those, so that a new client is entered, then a new client will be added to your list.

Next is the service/activity/treatment-field. Meaning what is the client doing or being done to/with when he/she comes?
The list is filled with what you have entered in the settings-area.

Same goes for the next field which is to select your staff that will be present for this appointment.

Of course there is space for leaving a comment.

Press the submit-button and the wheel starts spinning!