👥 Customers
Add/delete/edit customers, internal customer notes, attachments, analyticsAdditional Articles
Edit customer details
Learn how to edit customer details
How 2-way calling works from the customer profile
Place and receive (free) calls to and from customers
Creating a customer
Learn how to create a customer
Additional articles
Deleting customers
Delete a customer and the associated jobs
Sending booking confirmation
Learn how to send a booking confirmation to your customers.
Creating customers and jobs
Learn how to create customers/jobs and the requirements before you can do either of those things
Refunding customers
Learn how to refund your customers.
Updating customer details on all jobs
Learn how to update your customers details across all jobs
How to add a credit/debit card
Adding a credit/debit card for a customer requires using our Stripe integration
How to cancel a customer's subscription
Learn how to cancel customer's recurring subscriptions
Creating a customer
Learn how to create a customer
Batch invoice customers
Learn how to send 1 invoice with an itemized view based on each visit
Adding multiple addresses
Learn how to add multiple addresses for customers
Adding company name
Add a company name under the customer's profile
Additional phone number & email fields
Add an additional phone number or email for your customers
Job & customer reminder automation set up
Learn how to set up your customer reminders and also how to automate job charging/closing
Adding internal notes to customers
Add internal customer notes to customers to keep track of customer specific details/notes not visible to customers
Edit customer details
Learn how to edit customer details
Adding a credit/debit card to a customer
Learn how to add a credit/debit card to a customer's profile in ModernMid.io