Your CRM, part 3: contacts and bookings

Chapters

1. 0:00Contacts are your customers. Every caller becomes one, and the agent keeps their details up to date. You can add people yourself too.
2. 0:10A name and a phone number, the stage they're at, and your own fields, like their city and usual size.
3. 0:19Her page opens: details, bookings, orders and calls, all in one place. Edit to move her on to the next stage.
4. 0:28Find anyone by name, or by a few digits of their number, and open them to see their history.
5. 0:36Now bookings. Pick the calendar and the service, and its free times show up. Times already taken, closed days and breaks never appear.
6. 0:46Tap a time, choose the customer, and book. Two people can never get the same slot.
7. 0:54Plans changed? Reschedule from the booking's menu. Its own time stays free for it while you choose.
8. 1:02After the appointment, mark it completed, or no-show if they didn't come. Cancel frees the time for someone else.
9. 1:11Use the filters to see the next days, the past month, or cancelled bookings too, and search by name, phone or service. Next: orders, and your agent.