If you wish to search a client card in CRM, you can use the “Client Search” functionality from “Today’s Walk-Ins’ page.

client-search

You can search a client record(s) by first name or last name or phone no. or member. no. Once you provide the search criteria, click on search button and it will load matching records at the bottom of the panel.

To view searched client’s card, click on the name link and follow the client card page;

client-card

The Client Card will show you following information;

  • Client information. You can update their personal information.
  • Clients Visits
  • Products purchased by client
  • Gift vouchers purchased by client and their balances
  • Packages purchased by client and their balances