Here’s how you can view a particular customer’s information and details:
Quick Nav – (Customers → Select the customer to view the customer’s information → Under the ‘Info’ tab, you can view the customer’s basic information and switch between tabs to view other details)
- Log into your Appointy admin panel.
- Click on the ‘Customers’ icon in the toolbar appearing on the left.
- Select the customer from the side panel next to the toolbar to view the customer’s information.
- In the customer details window on the right, you can view the basic customer information under the ‘Info’ tab. Switch between tabs to view details related to appointments, gift certificate, payments, reviews, journey and notes.