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 of 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.