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Training Library

‘Customer Management’ Tutorials & Videos

Release Notes Get Started Guide

16 Results

Video

HOW TO: Upload a File to Customer Notes
Customer Management

Video

HOW TO: Add a Past Pickup Order
Customer Management Point of Sale

Video

HOW TO: Add/Link Members to a Group
Customer Management

Tutorial

How To: Add/Link Group Members to an Event
Customer Management

Tutorial

HOW TO: Unlink Group Members
Customer Management

Tutorial

HOW TO: Add Multiple Sales Orders to an Existing PO
Customer Management POs/Receiving

Tutorial

HOW TO: View Deleted Appointments
Calendar Customer Management

Tutorial

HOW TO: Add Notes to a Cancelled or No Show Appointment
Calendar Customer Management

Tutorial

HOW TO: Change an Appointment Status
Calendar Customer Management

Tutorial

HOW TO: Send Customer Interview Links & View Responses
Customer Management Messaging

Video

HOW TO: Curated Styles for Customers
Customer Management Inventory Showroom

Tutorial

HOW TO: Curated Styles for Customers
Customer Management Showroom

Tutorial

HOW TO: Save a Customer’s Card on File
Customer Management Point of Sale

Video

HOW TO: Pay with Card on File
Customer Management Point of Sale

Tutorial

HOW TO: Create a New Customers
Customer Management

Video

HOW TO: Create a New Customer
Customer Management

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