1. Accessing Customer Profiles 0:00
If you encounter issues with a customer contact or calendar appearance, access individual customer profiles.
Click on the desired customer (e.g., Billy Bob) to view their details.
2. Viewing Jobs in Progress 0:13
After selecting a customer, check the jobs they have in progress.
You can view detailed information about these jobs.
3. Editing Customer Details 0:23
To edit customer details, locate the edit option in the profile.
Ensure that you have a phone number or email for every customer.
4. Handling Missing Contact Information 0:31
If you attempt to remove contact information without replacing it, the system will not allow you to save changes.
To bypass this, enter a placeholder number (e.g., 1-1-1-1-1-1-1-2-3) if the actual number is incorrect.
5. Updating Company Name 0:48
You can enter a company name in the profile.
The company name will override the first and last name on the calendar display.
6. Viewing Bookings by Company Name 0:59
Bookings will appear based on the company name entered in the profile.
7. Managing Duplicate Profiles 1:13
You cannot save changes to a profile if there are duplicate profiles with the same contact information.
If you encounter this issue, you will need to locate the duplicate profile.
8. Searching for Duplicate Profiles 1:24
To find a duplicate profile, use the phone number associated with the contact.