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Last update
May 28, 2024
With your Small Business Pro membership, you’re able to add and link customers to your business page to help you keep track of upcoming orders or clients due an appointment.
In this section, you can add individual customers, keep track of their details (such as their mobile number and email address), link them to the appropriate company and view upcoming opportunities with this customer.
Here, we’ll help you carry out all these functions in Small Business Pro.
Once you’ve logged into your account, you’ll arrival at the home page.
Here, you should be able to navigate to all your membership tools and benefits.
From here, use the side navigation on the left-hand side of the page to find the ‘Customers’ menu.
Then, click on the ‘Customers’ dropdown menu to reveal further options.
From the expanded menu, select ‘Individual Customers’. This will take you to the area where you can manage individual customer profiles.
Now that you’ve arrived on the ‘Individual Customers’ page, you can begin the customer creation process.
To begin, click on the ‘Create Individual’ button, which you can find in the right-hand corner of the page.
Clicking the ‘Create Individual’ button will prompt a panel to appear on the right-hand side of the page. Here, you can enter all the necessary details of the new customer you wish to add.
You can add information, including the customer’s name, email address, mobile number, and the type of individual they are.
Once you’ve added all the applicable information, select the ‘Next’ button from the bottom of the panel.
Here, you will see an overview of the information you’ve inputted and if it’s all filled out correctly, a success message will appear.
To complete the process, click the ‘Done’ button to finalise the new addition and close the panel.
The new customer will now appear at the top of the table on the ‘Individual Customers’ page, making it easy to access their profile.
After a new individual has been added, you may wish to edit their details. To do so, on the ‘Individual Customers’ page locate the table listing each customer. Then, you can browse the table to find the customer you would like to edit.
To start editing the customer, simply click on their name shown in the table. This will open their profile.
Alternatively, you can hover over the customer’s row and select the information icon (represented by an ‘i’) to directly access the customer's profile.
Once you’ve arrived on the customer’s profile, you can begin to make changes.
To start, locate the ‘Details’ section. This should appear as the first section on the left-hand side of the screen.
Then, click the ‘Edit’ button located in the top right corner of the ‘Details’ section.
You should now be able to see a panel on the right side of the screen.
In the slide-out panel, you should be able to see the customer details in an editable view. Here, you can modify any of the fields that appear.
Once you’ve made any changes, click the ‘Save Changes’ button at the bottom of the panel to apply the updates.
