How to search For A Customer ?

Summary

This guide explains how to search for a customer within the system. There are two ways to do this:

1. Using the Front of House Module
2. Using the Customers Module
    

Step-by-Step Guide

A) Front of House

1. Select the "Front of House" Module
   • Begin by navigating to the Front of House section.
     
     
2. Open the "Dashboard" Tab
   • Once in Front of House, click on the Dashboard tab.
     
     
      
3. Use the Search Bar
   • At the top of the screen, locate the search bar.
     
     
      
4. Search by Name, Email, or Reference
   • Start typing the customer's Name, Email Address, Telephone Number or Customer Reference. As you type, matching results will populate automatically.
     
     
      
5. Select the Customer Profile
   • Click on the desired customer profile to view their details.
     
      

B) Customers Module

1. Navigate to the Customers Module
   • From the Home Page, go to the Customers Module.
     
     
      
2. Search by Name, Email, or Reference
   • Similar to the Front of House search, you can search for a customer by Name, Email Address, or Customer Reference. Results will populate as you type.
     
     
3. Select the Customer Profile
   • Click on the customer profile you wish to view.