Follow the steps in this guide to view all the details about a customer.

Procedure

1. On the Customers page, select a customer.

2. From here, you can perform the following actions:

• See the upcoming appointments for this customer, by selecting the Appointment Details icon.
• Take a payment, by selecting the Take Payment button.
• See the communication history for this customer or send a new email,l by selecting the Communication icon.
• See a list of all notes for this customer, by selecting the Notes icon.
• See a consolidated view of this customer or update the information on file, by selecting the Profile button.
• See a list of memberships for this customer or add a new membership, by selecting the Memberships button.
• See a list of past orders, by selecting the History icon.
• See the billing information for this customer or add a payment method, by selecting the Billing icon