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Creating New Customer Profiles

When it comes to adding new customers to your database, you have a few options.

You can add new customers to your database either manually or automatically with an import. Find out what's easiest for you by following the instructions below.

Quick Links

Creating New Customers Manually

Note

Depending on your integration, Kimoby may have already received the information about the customer you want to add.

You can manually add customers from the different sections described below.

In Customers

  1. Select the Customers Sleep-Aug-16-2021-05-35-13-90-PM tab on the left side of your screen.
  2. Select New customer at the top left side of your screen.
  3. Fill in the fields with the customer's information.
  4. Select Create customer.

From a New Message

You can add a customer to your database by sending a new message.

From your desktop:

  1. Select New message at the top left side of your screen.
  2. Add your customer's phone number in the field Customer name or phone #...
  3. Select Sleep (35) Add in the drop-down menu, which will appear automatically.
  4. Add your customer's name in the box, directly beside the phone number you just entered. 

The customer will automatically be created once the message is sent.

From your mobile:

  1. Select the New Message at the bottom of your screen to send a new message.
  2. Select New message Sleep (100).
  3. Select Add customer Sleep (16).
  4. Enter your customer's phone number in the field Search for a customer 
  5. Select Create new customerSleep (16).
  6. Add your customer's name.
  7. Select Create.

The customer will automatically be created once the message is sent.

From Appointments

You can create a new customer by adding a new appointment in the Appointments Sleep-Aug-16-2021-05-37-13-93-PM section.

  1. Select New appointment at the top left of your screen.
  2. Enter your customer's phone number in the field Search for a customer by name or phone number...
  3. Select Add phone number in the drop-down menu, which will appear automatically.
  4. Add your customer's name in the yellow box, directly beside the phone number you just entered.

The customer will automatically be created once the appointment is created.

Creating New Customers Automatically

You can create new customer profiles in bulk by importing a spreadsheet. Please make sure your Excel spreadsheet is clean before starting the import. This means no empty or extra rows and columns, one value per cell, and no main title at the top of the sheet, except the column titles.

In Customers

Save your Excel sheet as a .csv for the best results.

  1. Select the Customers Sleep (24)-1 tab on the left side of your screen.
  2. Select Import Sleep (29)-1.
  3. Drag and drop your Excel sheet in the Import customers box or click on browse your files.
  4. Wait until the import is complete. 
  5. Select Create import.

In Import

Save your Excel sheet as a .csv for the best results.

  1. Select your name at the top right corner of your screen.
  2. Select Import.
  3. Select New import to start the import.
  4. Drag and drop your Excel sheet in the Create an import box or click on browse your files.
  5. Wait until the import is complete. 
  6. Select Create import.

Creating Your Import

Note

If the first row of your Excel sheet contains the main titles of your columns, select the checkbox at the top of your screen called First row is the column's header.

Kimoby will use this information for titles and not as customer information.

As soon as your import is created, you will be redirected to your import's page. You will need to identify and match your Excel file's information for Kimoby's attributes for all of your column.

  1. Select the Belongs to drop-down menu on the right of each column.
  2. Choose the category for each column.
  3. Add a category by clicking on New string if the title of your column is not in the drop-down menu.
  4. Write the attribute's name in the box right under New string
  5. You can skip a column in the drop-down menu by selecting Skip this column. Kimoby will then discard that information from your group.
  6. Click on Import.