WARNING
Depending on your integration, Kimoby might have already received the information about the customer you are looking to add manually.
Make 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 side of your screen.
- Fill in the customer's information.
- Click on Create customer when you are done.
From a new message
You can add a new customer by writing a new message and adding the customer directly through the conversation.
- Click on New message, at the top left side of your screen.
- Add your customer's phone number in the field Search for a customer by name or phone number...
- Click on Add phone number in the dropdown 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, the customer will automatically be created.
- 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 dropdown menu, which will appear automatically.
- Fill in your customer's name and click on Create.
- As soon as you send your message the customer will automatically be created..
From the appointments section
You can create a new customer by adding a new appointment in your schedule and adding 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 automatically appear.
- 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 automatically be created.