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Customer File Overview

What information is stored on the customer file?

Written by George Buss
Updated over 10 months ago

Your Gazelle customer record organizes all the information you need in one place.

  • Basic contact information,

  • Pianos owned by this customer,

  • Past / Future Appointments for this customer,

  • Estimates and Invoices for this customer,

  • Info about their automated reminders; and

  • A timeline that logs all the activity for each customer record.


FROM THE WEB APP

Step 1: Click 'Clients' from the main menu to view all clients
Step 2: Search for a client or filter the list.
Step 3: Click on any client to view their details
Step 4: Click '+New' in the main menu to create a new client.



FROM THE MOBILE APP

Step 1: Tap on Menu > Clients
Step 2: Search for your client or filter the list.
Step 3: Tap on any client to view client details
Step 4: Tap the '+' icon in the footer to create a new customer record.

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