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How Do I Pause / Unpause A Customer Record?
How Do I Pause / Unpause A Customer Record?

Pausing a customer record vs. inactivating their file.

George Buss avatar
Written by George Buss
Updated over 2 years ago

Pausing (or unpausing) a customer record is easy!


FROM THE WEB APP

Step 2: Click on the more icon in the top right corner.

Step 3: Click "Pause All Contact Until..." / or "Unpause"

Step 4: Edit the pause until date and reason.

Step 5: Done!

*To unpause a client click either of the 'Unpause' buttons shown below.


FROM THE MOBILE APP

Step 1: Tap on a customer record.

Step 2: Tap the 'More' action button at the top of the page.

Step 3: Tap 'Pause' / or 'Unpause'

Step 4: Select a date and reason.

Step 5: Done!




FREQUENTLY ASKED QUESTIONS


What is the Pause Feature?

The pausing feature in Gazelle will let you stop all reminders to a client for a defined period of time. 

When should I Pause vs. Inactivate a Client Record?

The Pausing feature is best used for clients who may not be ready to service their piano right now, but are still interested at some point (e.g. client is out of town, taking a summer break, or remodeling their house, etc.) 

Inactivating a client is best used for clients who are no longer interested in servicing their piano (e.g. moved out of town, sold piano, or no longer using the piano, etc.).

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