Updating Customer Profiles

To make changes to a customer’s profile, follow these steps:

Navigate to Customers: Go to More > Customers and use the search bar to find the customer by name.
Access Customer Details: Click on Customer Details to open and expand their profile.
Update the Following Fields: You can update fields such as:
- Name
- Email
- Phone Number
- Time Zone
- Reminder Type
- Custom Fields (as per your setup)
- Notes
Save Changes: After making updates, click Save to apply the changes to their profile.

View Appointments: This page also allows you to view all past and upcoming appointments for the customer.
Delete a Profile: If needed, you can delete a customer’s profile entirely from this page.

This guide will help ensure that customer information is always current, so reminders are sent accurately and on time.