Customer Management Guide

This guide walks you through the features and functionalities of the Customer Management section in your AyloCare dashboard. This area allows you to manage customer data effectively, including adding, editing, and organizing customers.

Overview of the Customer Management Table

The Customer Management Table is the central hub for viewing and managing customer details. Here’s what you can do:

Features

1. Table Columns:

   • Name: Displays the full name of the customer.
   • Phone Number: Shows the customer’s phone number, if available.
   • Email: Displays the email address of the customer.
   • Join Date: Indicates the date the customer joined your platform.
   • Tags: Displays labels associated with the customer (e.g., “anxiety”, “eating disorder”).
   • Status: Highlights the current status of the customer (e.g., Pending, Active, Inactive).
   • Assigned Staff: Displays the staff member assigned to this customer.
   • Actions: Provides options to edit or deactivate/delete customers.

2. Search and Filters:

   • Search Bar: Use the search bar to filter customers by name, phone number, email, or tags.
   • Select Status Dropdown: Filter customers by their status (e.g., Active, Pending, Inactive).

3. Bulk Actions:

   • Select multiple customers to perform bulk actions like deactivating, or deleting them.

4. Pagination:

   • Navigate through the customer list using pagination controls at the bottom of the table.

5. Import Customers:

   • Use the Import button to upload customer data via a template.
   • Access the template by clicking Get Template.

This guide should help you utilize the Customer Management section effectively. For further assistance, contact our the support team.