The “Customers” section allows for reviewing customer lists, searching though customer information and adding new customers.
The customer index is a simple to use customer list that is sorted alphabetically simply click on a letter to display customers with last names of that letter.
The search feature allows the customer list to be searched by a variety of parameters including first name, last name, email, city, state, and zip code.
Creating a customer is straightforward and holds a few features. “Email preference” switches between “Rich Text”, which allows links and formatting tags, and “Plain Text”, simply text and punctuation. The two check boxes at the bottom identify when to email the customers, on appointment confirmation and as a reminder.