Follow the steps at your own pace
- Open customers and search by name or phone.
- Open a customer card to view details and appointment history.
- Add private business notes or edit permitted details, then save.
- Before adding a customer, check whether the phone number already exists.
Frequently asked questions
Why can't I change a linked customer's phone?
A business cannot change the verified phone of an account-linked customer. This protects the link to the correct account.