There are different sections in a customer profile.
On the left side of your screen you will see all your customer's contact information.
- Edit your customer's contact information
- Delete or unsubscribe the customer
- Write a new message
- Schedule a new appointment
At the top of your screen you will see different tabs, starting with All activities. In this tab, every activity related to that customer will be grouped here.
You will find more specific activities in the next tabs.
In Conversations, you will see all the conversations you had with the customer. They will be divided by opened and closed sessions. You will be able to see if the customer has an ongoing conversation with you or any of your other user.
In Appointments, you will see your customer's appointments and their statuses.
In Events, you will see the repair orders related to the customer.
In Invoices, you will see the customer's invoices if you are using Kimoby Pay.
In Notes, you will see every note written about the customer. You can also add a note through this page.