In this tutorial, you’ll learn how to effectively use the customer management tool in ScheduleMeet by following the next steps:
In the main menu, select the “Customers” option to access the customer management section.
Within the “Customers” section, find and click the “Create New” button.
A form will open for you to enter customer details. Fill in Customer Information
- Name: Enter the customerās full name.
- Email: Provide the customerās email address.
- Password: Set a secure password for the customer’s access (if applicable).
- Phones: Enter the customerās phone numbers.
- Timezone: Select the appropriate timezone for the customerās location.
- Status: Mark the customerās status as “Available” or “Busy” as appropriate.
Review the entered information to ensure its accuracy. Click the “Save” button to store the customer record.
If you have any questions or need further assistance, don’t hesitate to contact our support team. We are here to help.