Adding a New Attribute to a Customer Profile

You can add any attributes to a customer profile in Kimoby.

Attributes are used to personalize your messages and provide more information on your customers.

In a customer profile

  1. Click on the Customers tab on the left side of your screen.
  2. Click on the customer's name.
  3. Click on the pencil icon Edit above the customer's name.
  4. Click on + Add new attribute at the bottom of the Attributes column.
  5. Add a name for the attribute.
  6. Select the attribute type. The attribute can be a text, collection of texts, date, or number. 
  7. Enter the attribute value. 
  8. Click on Add attribute.
  9. Click on Save profile at the top right corner of your screen.

In Appointments

  1. Click on the Appointments  tab on the left side of your screen.
  2. Click on New appointment.
  3. Fill the Information section. 
  4. Click on Attributes.
  5. Click on Add new attribute.
  6. Add a name for the attribute.
  7. Select the attribute type. The attribute can be a text, collection of texts, date, or number. 
  8. Enter the attribute value. 
  9. Click on Add attribute at the top right corner of your screen.
  10. Click on Create appointment.
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