WARNING
Depending on your Integration, Kimoby might already have received the information of that customer.
Tips and tricks
Be sure to fill in the proper fields with the respective information.
From the customers section
- Click on the Customers tab on the left side of your screen.
- Click on New customer at the top left of your screen.
- Fill in the information of the customer you wish to add.
- Click on Create customer when you are done.
From the conversations section
You can add a new customer by composing a new message and add the customer directly through the conversation.
- Click on New message, at the top left of your screen.
- Write the phone number of your new customer in the field Search for a customer by name or phone number....
- Click on Add phone number, in the drop down menu, which will appear automatically.
- Fill in your customer's name in the yellow box, directly beside the phone number you just entered.
- As soon as you send your message and the customer will be created automatically.
From the appointments section
You can add a new customer when adding a new appointment in your schedule and add the customer directly through the appointment.
- Click on New appointment, at the top left of your screen.
- Write the phone number of your new customer in the field Search for a customer by name or phone number....
- Click on Add phone number, in the drop down menu, which will appear automatically.
- Fill in your customer's name in the yellow box, directly beside the phone number you just entered.
- As soon as you click on Create appointment, the customer will be created automatically.