How to view and search for customers
Your clients are the heart of your business. You can record detailed client histories in Timely and access these whenever you want.
In this guide we'll show you how to view and search for a client's record.
View your customer list
You can store a bunch of important information about customers in their customer record.
You can view this at any time, by heading to the Customers tab:
Customers will be shown here in Alphabetical order (from A to Z). They will be sorted based on their Last name then their First name, unless they don't have a Last name added.
You'll only be shown 50 customers at a time, but if you scroll down to the bottom of the list, then you will be able to use the Load more results button to view more:
Search for customers
When searching for a customer in your account, you can use any of the following details:
- First name and/or Last name.
- Their Company name.
- Email address.
- SMS Number (this is international format, so you will need to drop the leading 0!)
- Telephone number.
- The customer's Physical address or Postal address.
There are a couple of difference places where you can search for customers. Remember, you can use any of the criteria above!
- In the Calendar sidebar:
- When adding appointments to the Calendar:
- In the Customers tab:
View a customer record
To view a customer's record, you can click on their name in the customer list.
This will show you a Summary of their details, but you can use the tabs at the top to view more information about them. Including their Appointments, Sales, Customer notes and issued packages, credit or vouchers: