You can add any attribute to a customer profile throughout Kimoby.
The attributes will be useful to personalize your messages and provide more information on your customers.
In the customer's profile
- Click on the Customers
tab, on the left side of your screen. - Click on the customer's name.
- Click on the pencil icon Edit, right on top of the customer's name.
- Click on + Add new attribute at the bottom of the Attributes column.
- Choose your attribute's name.
- Select whether it is a text, collection of text, date or number type of attribute.
- Enter the value in the box below.
- Click on Add attribute.
- Click on Save profile at the top right corner of your screen.
In a new appointment
- Click on the Appointments
tab, on the left side of your screen. - Click on New appointment.
- Add the information regarding the new appointment.
- Click on Attributes.
- Click on + Add new attribute.
- Choose your attribute's name.
- Select whether it is a text, collection of text, date or number type of attribute.
- Enter the value in the box below.
- Click on Add attribute at the top right corner of your screen.
- Click on Create appointment.