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Accessing the Customer Modal

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Bytimothy A
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Overview:  

Accessing the Customer Modal lets you quickly view and manage detailed customer information in a pop-up interface. This helps you perform actions such as editing details, viewing history, and managing interactions without leaving your current page.

Follow these steps to access the Customer Modal: 

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

Step 2: Click on a message, then click on the customer’s name.

Step 2: Click on a message, then click on the customer’s name.

Step 3: The Customer Modal will appear. From here, you can edit contact information, view appointments, book an appointment, view services, book a service, view recent activity, add notes, view completed forms, and view purchases.

Step 3: The Customer Modal will appear. From here, you can edit the contact info, view appointments, book an appointment, see services, book a service, view recent activity, see and add notes, view completed forms, and see purchases.

Step 4: On the left side, more options are available, such as Quick Actions, assigning users, adding tags, moving the customer to a pipeline and stage, and accessing additional options for communications, appointments, purchases, completed forms, notes & tasks, campaigns, media,

Step 4: On the left side, more options are available, such as Quick Actions, assigning users, adding tags, moving the customer to a pipeline and stage, and accessing additional options for communications, appointments, purchases, completed forms, notes & tasks, campaigns, media,

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