Customer Module

Welcome to the Customer Module of our OnAppoint plugin, designed to simplify the management of your client base. This comprehensive module provides essential features, including the ability to add, edit, delete, and search for customers, as well as perform bulk deletions.
Let's delve into the core functionalities and how to use them effectively:

Add New Customer

To add a new customer,

1. Click on the Add Customer option.
2. Fill up the mandatory fields as follows:
   Email, Name, Phone, Date of Birth (DOB), Gender, Address, and Note.
3. Save your changes to add the customer to your client list.

Editing a Customer

To edit an existing customer's details,

1. Hover over the customer you want to edit.
2. Navigate to the Edit option.
3. After clicking Edit, a popup will appear with customer details.
   
4. Fill up and change the mandatory fields as follows:
   Email, Name, Phone, Date of Birth (DOB), Gender, Address, and Note.
5. Save your changes to update the customer's information.

Deleting a Customer

To remove a customer from your list,

1. Hover over the service you want to delete.
2. Click on the Delete option.
3. After clicking Delete, a confirmation popup will appear
4. In the confirmation popup, verify that you indeed want to delete the service.
5. Click Confirm to complete the deletion process.

Export Functionality

If you click on the Export button, a popup will open, allowing you to select the fields you want to include in a CSV file. After selecting the desired fields, the file will be generated, and you can proceed by clicking the Export CSV button.

Import Functionality

Within the import functionality, you'll start by previewing a demo CSV file to understand its table structure. Afterward, you can select the file containing your data. Once you've configured the import settings, click on the Import CSV button to initiate the import process. Additionally, we can also send login credentials to customers via email.