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.