WARNING
Depending on your Integration, Kimoby might already have received the information of that customer.
Be sure to fill in the proper fields with the respective information.
In Customers
- 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 a new message
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.
- Click on the green icon with a + at the bottom of your screen to send a new message.
- 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 and click on Create.
- 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.