Managing Customers in Synero

Synero’s Customer Management module allows you to efficiently handle customer information, ensuring a seamless booking experience and effective communication. Here’s how to manage your customers within Synero:

Adding a New Customer

To manually add a customer:

1. Access the Customers Module:
   • Navigate to the ‘Customers’ section in your Synero dashboard.
2. Initiate the Addition Process:
   • Click the ‘Add New’ button to open the customer creation form.
3. Fill in Customer Details:
   • Provide the following information:
     • First Name: Enter the customer’s first name.
     • Last Name: Enter the customer’s last name.
     • Email: Provide a valid email address.
     • Phone Number: Input the contact number.
     • Profile Picture: Upload a profile image (optional).
     • Gender: Select the appropriate gender.
     • Date of Birth: Enter the birth date (optional).
4. Save the Customer:
   • After entering the necessary information, click the ‘Save’ button to add the customer to your database.

Importing Customers from a CSV File

To bulk import customers:

1. Prepare the CSV File:
   • Create a CSV file with columns for first name, last name, email, phone number, etc.
2. Access the Import Function:
   • In the ‘Customers’ section, click the ‘Import’ button.
3. Upload the CSV File:
   • Select your prepared CSV file and follow the on-screen instructions to map the columns accordingly.
4. Complete the Import:
   • Review the data and confirm to import the customers into Synero.

Managing Existing Customers

Within the ‘Customers’ module, you can:

• Search: Use the search bar to find customers by name, email, or phone number.
• Sort: Organize the customer list in ascending or descending order based on different columns.
• Edit: Click the ‘Edit’ button next to a customer’s name to update their information.
• Delete:
  • To remove a single customer, click the ‘Delete’ option next to their name.
  • For bulk deletions, select multiple customers using the checkboxes and click the ‘Delete’ button.

Customer Registration

When a customer books an appointment for the first time through your Synero booking panel:

• Profile Creation: A customer profile is automatically created in your database.
• Credentials Notification: A password is generated and sent to the customer via email, allowing them to access their profile and manage appointments.

Note: The password is sent only once during the initial registration and cannot be retrieved later for security reasons.

Front-End Customer Panel

Synero offers a front-end customer panel where clients can:

• Manage Appointments: View, reschedule, or cancel upcoming appointments.
• Edit Profile: Update personal information such as contact details and preferences.

To enable the customer panel:

1. Enable the Feature:
   • Navigate to ‘Settings’ > ‘Front-End Panels’ > ‘Customer Panel’ and toggle the ‘Enable Customer Panel’ option.
2. Select the Customer Panel Page:
   • Choose the page where the customer panel shortcode [synero-cp] is placed.
3. Configure Permissions:
   • Decide whether customers can reschedule or cancel their appointments and if they can delete their accounts.