From the course: Microsoft Bookings Essential Training

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Manage your customer list

Manage your customer list

From the course: Microsoft Bookings Essential Training

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Manage your customer list

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- [Instructor] Not only is Bookings good for managing appointments and staff who are assigned to those appointments, it's also good at managing your customers. When you provide a link to your customers and they start using it to book appointments and staff if you let them, they automatically go to your customer list. When you go in to the calendar and book an appointment for a new or existing customer, they too are added to your customers list and we can manage them by going here to the left-hand side in the navigation pane and clicking customers. Let's do that. Now if you were following along earlier, we added a new appointment for a new customer named Sue Allen. We added some of her details and she automatically got added to our customers list, that's why we see her here. We can select her to view, over here on the right-hand side, contact information, all we did was add the email. If we added notes, we could see…

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