There are different sections in a customer profile.
Contact information
On the left side of your screen you will see all your customer's contact information.
You can:
- Edit your customer's contact information
- Delete or unsubscribe the customer
- Write a new message
- Schedule a new appointment
All activities
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.
Conversations
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.
Appointments
In Appointments, you will see your customer's appointments and their statuses.
Events
In Events, you will see the repair orders related to the customer.
Invoices
In Invoices, you will see the customer's invoices if you are using Kimoby Pay.
Notes
In Notes, you will see every note written about the customer. You can also add a note through this page.