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Accessing Services from the Customer Modal

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Bytimothy A
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Overview: 

Accessing services from the Customer Modal allows you to view and manage all services associated with a specific customer. This helps you track service usage, monitor active or completed services, and maintain organized customer records.

Follow these steps to access services from the Customer Modal: 

Step 1: Customer modals can be accessed anywhere on the site where a customer’s name appears, such as in the Contacts section.
Step 1: Customer modals can be accessed anywhere on the site where a customer’s name appears, such as in the Contacts section.

Step 2: Click on the customer’s name.

Step 2 : Click on the customer’s name.

Step 3: The Customer Modal will appear. Click the Services tab, located under the Media tab.

Step 3: The Customer Modal will appear. Click the Services tab, located under the Media tab.

Step 4: From here, you can view and manage the customer’s booked services. You can also book a service in this tab.

Step 4: From here, you can view and manage the customer’s booked services. You can also book a service in this tab.

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