Customers

  • In the Customers tab, the admin can manage customer records, including creating new customers and exporting the list to a CSV file. When a user books an appointment, their details are automatically added to the customer list.
  • Go to the Admin Dashboard > Bookify > Customers.
  • Once on the Customer tab, the admin can view the customer list.
  • The admin can export customers to a CSV file by clicking the Export to CSV button.
  • Once clicked, a CSV file will be downloaded.
  • The details have been successfully exported to a CSV file.
  • The admin can manually add a customer by clicking the Add Customer button.
  • After clicking the Add Customer button, a window will open for the admin to input the customer’s details.
  • Fill in the details of the customer.
  • Once done, click the Save button.
  • A manually created customer will appear in the Details list.
  • The admin can Edit or Delete a customer using the options in the Action column.
  • The customers list can be filtered by hovering over the column headers; a small arrow will appear, enabling the admin to sort the data in ascending or descending order.

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