How 2-way calling works from the customer profile

Place and receive (free) calls to and from customers

Written by Mony
Updated 1 year ago

Creating a customer

Learn how to create a customer

Written by Mony
Updated 1 year ago

Adding a credit/debit card to a customer

Learn how to add a credit/debit card to a customer's profile in Maidily

Written by Mony
Updated 2 years ago

How to process a refund for a customer

Learn how to refund your customers & send a refund receipt

Written by Mony
Updated 1 year ago

Batch invoice customers

Learn how to send 1 invoice with an itemized view based on each visit

Written by Mony
Updated 1 year ago

How to delete a customer

Delete a customer and the associated jobs

Written by Mony
Updated 2 years ago

How to add multiple credit/debit cards added to a customer

Add multiple cards to a customer profile

Written by Mony
Updated 2 years ago

Adding multiple addresses

Learn how to add multiple addresses for customers

Written by Mony
Updated 3 years ago

How to cancel a customer's subscription

Learn how to cancel customer's recurring subscriptions

Written by Mony
Updated 2 years ago

Sending booking confirmation

Learn how to send a booking confirmation to your customers.

S
Written by Savannah
Updated 1 year ago

Updating customer details on all jobs

Learn how to update your customers details across all jobs

Written by Mony
Updated 2 years ago

Adding company name

Add a company name under the customer's profile

Written by Mony
Updated 2 years ago

Additional phone number & email fields

Add an additional phone number or email for your customers

Written by Mony
Updated 2 years ago

Adding internal notes to customers

Add internal customer notes to customers to keep track of customer specific details/notes not visible to customers

Written by Mony
Updated 2 years ago

Edit customer details

Learn how to edit customer details

Written by Mony
Updated 3 years ago