Appearance
Customers
As a car wash owner, it is equally important to make sure the data of all your customers are kept safe. Kwendo provides you with Customer menu on the sidebar. Details about customer's name, beneficiaries, phone number, and when you attended to that customer are all saved under Customer menu on the sidebar.
How to create a new customer
There are two easy ways on how to create a new customer in Kwendo;
- Creating a new customer on the fly
- Creating a new customer under customer menu
Create a new customer on the fly
You can create a new customer on the fly. This means, in the process of creating a new job, you can create a new customer. You can watch a video demo on how to create a new customer while creating a job. After creating a new customer here, Details about that customer will be saved under Customer menu on the sidebar.
Creating a new customer under customer menu
To create a new customer under customer menu is soo simple.
- Click on Customer menu on the sidebar.
- Click on
- Fill the customer details which include; Name(compulsory), Email(optional), Phone(optional).
- Fill the service recipient information which include; Beneficiary type, Beneficiary category, Beneficiary name. All the three fieds are required and MUST be filled.
- Cick on
TIP
Beneficiary name - Name of an entity receiving a service, can be an individual i.e friend, siblings or an object like a car.
Customer Details
Details in this page, Customer acitivities are well broken down in the video demo below;
How to delete a customer
To delete a customer, head to customer menu on the sidebar, In customer table, under action, click on the three dots, You will be provided with an option of delete. Click on delete and the customer will be deleted.