Customers
How do I add new users?
Create logins and passwords for your staff Click “Add New User” from the Admin menu Select whether this staff member is a technician or service advisor. Add names Add an email address This is NOT for communication with clients but is for login ...
Manage Users
The ability to suspend, activate, and reset the password for all other shop users is done in one place, the Manage Users page. How to Access Manage Users Login as the Admin. Click on the admin user name in the top right corner. Click Manage Users. ...
Merging Customer Records
Getting Started Select Search at the top of the dashboard. Once on the Search page, select Click here to transfer/merge vehicles and customer in the top right corner highlighted in blue. Next select Merge two customer profiles from the dropdown menu ...
How to Delete a Customer From Your Records
This knowledge base article will guide you through the steps of deleting a customer from your records. THIS ACTION IS PERMANENT. There is no way to retrieve this data so please be careful when deleting customers from your shop. Only an administrator ...