Training Library

‘Customer Management’ Tutorials & Videos

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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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