How to view a customer profile and what information is available

Found by clicking any customer in the Customers Dashboard, Messages, or Appointments

Business Profile: Multiple contact numbers, unsubscribed

Consumer Profile: Subscribed to communication, single phone number

All Customers: Business & Consumer

• Manage or opt out of communication
• View detailed customer information.
• Edit contact info 
• Easy links to message threads for that customer
• Contact info: Contains current contact info for the customer. Email address or phone can be added if missing. To edit existing information click pencil near customer avatar/image. 
• Subscribe to: Can use radio button toggle to change the “default phone number” messages are sent to.
• If “Approved” customer can receive text or emails. 
• If “Customer unsubscribed” the customer must text the shop START in order to be opt-ed back in.
• If “Shop unsubscribed” the user can check the box to opt the customer back in.
• Metrics: Reflect customer activity for that shop for all time.
• Vehicles: List of all vehicles belonging to that customer. Click to go to the vehicle profile page. Can add a new vehicle clicking “New Vehicle” on top right.
  
  
  
  
• Service History tab (bottom): See invoice history for the customer with amount, odometer and paid status. When available you can click to see the Invoice or DVI.
• Activity and Notes tab (bottom): coming soon