Frequently Asked Questions

There are a few ways:
1. Click on Customers in the menu bar and then click the "New Customer" button.
2. Click on Customers in the menu bar, then click the "Import Customers" hyperlink at the bottom of the page. This will allow you to import customers from a Microsoft Excel spreadsheet.
   • Sometimes this could be difficult to complete depending on which software program you are exporting your data from. If you are having problems, and you have a paid subscription, please email support@mrrtech.com, identifying your business name that you signed up with and attach the data files. We will gladly work to import your data for you.
3. Click on Appointments in the menu bar, then select a date and time when you want to add an appointment and click in that area of the calendar. The new appointment form will appear; type the customer's name in the Customer field and when you click outside the Customer field, you will be prompted if you would like to save the new customer.
4. If you use Maps, a new customer could be added from there as well. After you add the new customer's address to the map, additional buttons will appear. Clicking on the "New Appointment" button will start the new customer wizard and after that is completed you would be brought to the new appointment screen with that customer's information filled in.

When you click on Customers in the menu bar, a table will be displayed with all of your current customers listed. This table has many features to help you navigate.

You can click on the column headings to sort the listing ascending or descending.

You can use the Search field towards the top of the table, and it will show all matching results.

The search works on all the table columns displayed, such as Customer's name, address, cell phone, home phone and email address. You can search values from multiple columns, such as name and phone; as you type put a space between the name and the phone number.

By default, the table only shows 10 entries, but you can adjust that to 25, 50 or 100 rows in the top left side of the table. In the lower right corner of the table there are buttons to navigate through the pages.

If you have salon owner privileges (if you signed up for the Groomsoft account you are set up with a salon owner user level), you can follow this 2-step process.

Step 1) Access the global setting which turns the feature on/off for your account by going to the Settings menu and choosing "Calendar Settings". From there click the "Edit Appointment Calendar Settings" button. Now you can select how many days/weeks in advance you would like your appointment reminders to be sent out and complete additional options.

Step 2) After step 1 is completed, the customer's profile must have a valid email address and the notification preference set to Yes for Email Appointment Reminders.

When both of the above are completed, Groomsoft will send out the email appointment reminders according to your settings.

If a customer has more then one pet, you will have to select which pet you wish to view by using the select box in the Pet Information section.