Walk Through of the Customer Profile

This video guide provides a walk through of the customer profile after a sale has been added and the customer portal.

Timestamps:

00.24 - Summary Tab

01.41 - Sales Tab

03.15 - Sales Receipt

03.58 - Orders Tab

05.00 - Payments Tab

07.12 - Forms (Enquiry Form)

07.25 - Media Tab (Upload Images)

08.35 - Party Members (Bridesmaids etc)

10.20 - Timeline

11.50 - Headings and sale breakdown

12.56 - Customer Autoflows (automated messages)

13.31 - Customer Portal Login Link

13.47 - Manually Sending a Templated Message

14.32 - Add a New Appointment for the Customer

14.49 - Add a New Task Against the Customer

15.22 - How to View the Customer Portal

15.29 - Transfer Customer to Different Store

15.40 - Archive or Delete the Customer

16.00 - Walk around the Customer Portal

Updated on: 29/10/2025