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