Viewing & Navigating the Customer List

Click Customers to open the JRNI Customer menu. The Customers menu allows you to view basic information and appointment details for each of your Business' Customers. Import and export Customer data, View Bookings, add and remove Customers, Create contact lists for marketing, and customise New Customer Questions from this menu.

From the Dashboard, click Customer.

Click Export to export a .csv file of your list of Customers.

Click Search to search for Customers.

Click Create New to add a new Customer manually.

Click Import to import a .csv file containing new Customers' information.

Click Delete All to delete all inactive Customers without Bookings.

Click the Sort by dropdown menu to organize the Customer list by name or date of creation.

Click Questions to add and edit Customer Questions. These questions are asked to a New Customer as they make their first appointment with JRNI, and are stored on their Customer account for your future reference.

Click Export to MailChimp to export the Customer list to your MailChimp account for email marketing purposes.

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