1. Help Center
  2. Customer Profiles

Navigating In a Customer Profile

It's easy to access your customer's profiles to view their personal information. All you need to do is select a customer's name to access the data in the Customers section. You can filter customers by choosing different statuses, such as with or without cell phones.

Quick Links

Overview of Customer Information

On the left-hand side, you will find all of your customer's contact information. You can edit their information directly from this interface. You can also write new message, unsubscribe customers, or schedule an appointment from here.

Editing a Customer Profile

  1. Select the Customers Sleep-Aug-16-2021-05-35-13-90-PM tab on the left side of your screen.
  2. Select the customer's name.
  3. Select the Edit Edit icon above the customer's name.
  4. Edit or add any information or attribute.
  5. Select Save profile at the top right corner of your screen.

Manually Unsubscribing a Customer

From your desktop:

  1. Select the Customers Sleep-Aug-16-2021-05-35-13-90-PM tab. 
  2. Search for your customer's name.
  3. Select the checkbox next to your customer's name.
  4. Select Unsubscribe Sleep (49)
  5. Select Yes, unsubscribe

From your mobile:

  1. Select the Customers Sleep-Aug-19-2021-02-42-49-79-PM tab at the bottom of your screen.
  2. Select your customer's name.
  3. Select the options menu at the top right corner of your screen.
  4. Select Unsubscribe from receiving messages Sleep (49).
  5. Select Unsubscribe.

Starting a New Conversation

You can start a new conversation with your customer by going directly in their profile. You can attach any type of file in a message, such as pictures, images, PDF files, etc.

From your desktop:

  1. Select the Customers Sleep-Aug-16-2021-05-35-13-90-PM tab on the left side of your screen.
  2. Enter your customer's name or phone number in Search customers... on the left side of your screen.
  3. Select the customer's name to open their profile.
  4. Select New message under the customer's name.
  5. Type your message in the message box or insert a saved reply. You can add custom attributes and emojis to your message.
  6. Select Send.

From your mobile:

  1. Select the Customers Sleep-Aug-19-2021-02-42-49-79-PM tab at the bottom of your screen.
  2. Select the magnifying glass Sleep-Oct-06-2021-08-38-45-91-PM icon and enter your customer's name or phone number in Search for a customer.
  3. Select New message.
  4. Write your message in Write message here... or insert a saved reply.
  5. Select the paper plane plane icon to send your message.

Scheduling a New Appointment

  1. Select Customers Sleep-Aug-16-2021-05-35-13-90-PM on the left side of your screen.
  2. Select the customer's name.
  3. Select New appointment under your customer's name.
  4. Choose the date, time, and duration of the appointment. 
  5. If needed, select the Attributes tab next to the Information tab.
  6. Enter any specific details the customer may have told you when booking their appointment.
  7. Select Create appointment.

Overview of Other Sections

The Customers interface allows you to access the information you need to communicate effectively with your client. From this area, you can view: 

  • All activities: An overview of all activities that relate to your customers.
  • Conversations: All the conversations you've had, including opened, closed, and ongoing ones (with you or other users).
  • Appointments: You customer's appointments and their status.
  • Events: The events that belong to the customer, including repair orders.
  • Invoices: If your customers are using Kimoby Pay, you can view their invoices here.
  • Notes: Displays all notes written about the customers, and you can also add more notes.
  • Reviews: Shows all the reviews left by the customers, the source, the rating and the comments.