Overview: Using the Customers Page

This guide explains how to navigate the Customers page, search for clients, filter by branch or status, and add new customers directly into the system.

1. Open the Customers Page

• Go to the menu and select Customers under the “Jobs” and “Subscriptions” sections.

• All customers for the selected branch will be listed here.

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2. View Customer Count by Branch

• At the top, you’ll see the total customer count for your current branch.

  • Example: “Midsommar” branch shows 9,956 customers.

• Each branch has its own customer count.

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3. Search for a Specific Customer

• Use the search bar to find customers by name.

  • Example: Type “Holly” to view all customers with that name in either the first or last name field.

• Results will automatically filter as you type.

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4. Filter by Status

• Use the status filters to view different groups:

  • Leads: Shows potential customers (e.g., 14 leads for Austin branch).

  • Customers: Shows all active or inactive customers (e.g., 9,942 for Austin).

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5. Switch Between Branches

• Click Switch Branch to view another location’s customers.

• The customer count updates automatically (e.g., Houston branch has 4,699 customers).

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6. Adjust Display Settings

• Use the page size setting to show more or fewer customers per page.

• Scroll through the list to view additional records.

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7. Access or Add Customer Profiles

• Click Go to Profile to open a specific customer’s record.

• Or click New Customer to manually add a new customer into the system from this page.

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Notes

• Customer counts and lists are branch-specific — verify you’re viewing the correct branch before adding or editing.

• The search and filters make it easy to locate leads, active customers, or archived records.

• Always check that new customers are added under the correct branch to ensure reporting accuracy.