Customers

Adding customers
You can add customers in a few ways, depending on what is the most convenient for you at a given moment: directly in the customers module: Adding cust...
Mon, 11 Mar, 2019 at 8:11 AM
Customer record
In customer record, you can display all the information about a customer, such as: personal details, appointment history, statistics, reviews, information a...
Wed, 6 Feb, 2019 at 1:51 PM
Merging duplicate customer records
With a large number of customers in the database, it may happen  that some records are duplicated - e.g. William Doe may have two records: William Doe and ...
Mon, 11 Mar, 2019 at 8:11 AM
Adding and editing a customer description
A customer description allows you to quickly check the most important information on a customer (e.g. discounts, preferred hair dye etc.) without having to...
Wed, 6 Feb, 2019 at 2:07 PM
Editing customer records
You can update customer details at any time by editing the customer record in the customers module. In order to edit a customer record: Click the c...
Mon, 11 Mar, 2019 at 8:11 AM
Deleting customer records
You can remove a customer record from the Versum system at any time.  Tip: If you have duplicate customer records, it would be advisable to merge them...
Mon, 11 Mar, 2019 at 8:11 AM
Customer appointment history
Versum allows you to enjoy a full appointment history. Owing to that, you can check what services and products customers purchased, how much they paid, whe...
Mon, 11 Mar, 2019 at 8:11 AM
Customer search criteria (filters)
The Versum system allows for advanced filtering of the customer base. You can quickly find customers by filling in given search criteria to add them to a g...
Wed, 6 Feb, 2019 at 2:28 PM
Creating, editing and deleting customer groups
Using Versum, you can create customer groups. They allow you to maintain your customer base in an orderly manner and streamline marketing efforts. If a...
Mon, 11 Mar, 2019 at 8:12 AM
Adding multiple customers to a group
Using Versum, you can select any number of customers and add them to a group in bulk. This way you don't have to edit customer records one by one. ...
Mon, 11 Mar, 2019 at 8:12 AM