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Editing the customer on an appointment

Swap or update the customer account attached to an appointment without losing your work.

Where this lives
Customers → Appointment → Information → Customer
For
  • Admin
  • Manager
  • Customer Care
  • Sales

Step 1 — Open the Customer panel

TODO(steps): describe how to open the customer panel on this screen.

Screenshot coming soonMac — Customer panel on appointment/screenshots/support-running-an-appointment-editing-the-customer-on-an-appointment-01-mac.png Screenshot coming sooniPad — Customer panel on appointment/screenshots/support-running-an-appointment-editing-the-customer-on-an-appointment-01-ipad.png

Step 2 — Decide: edit existing vs. swap to a different account

TODO(steps): describe how to decide: edit existing vs. swap to a different account on this screen.

Screenshot coming soonMac — Customer panel on appointment/screenshots/support-running-an-appointment-editing-the-customer-on-an-appointment-01-mac.png Screenshot coming sooniPad — Customer panel on appointment/screenshots/support-running-an-appointment-editing-the-customer-on-an-appointment-01-ipad.png

Step 3 — Apply the change

TODO(steps): describe how to apply the change on this screen.

Screenshot coming soonMac — Customer panel on appointment/screenshots/support-running-an-appointment-editing-the-customer-on-an-appointment-01-mac.png Screenshot coming sooniPad — Customer panel on appointment/screenshots/support-running-an-appointment-editing-the-customer-on-an-appointment-01-ipad.png

Step 4 — Confirm appointment + customer history both reflect it

TODO(steps): describe how to confirm appointment + customer history both reflect it on this screen.

Screenshot coming soonMac — Customer panel on appointment/screenshots/support-running-an-appointment-editing-the-customer-on-an-appointment-01-mac.png Screenshot coming sooniPad — Customer panel on appointment/screenshots/support-running-an-appointment-editing-the-customer-on-an-appointment-01-ipad.png