WPBookit - Documentation
WPBookit

Customers Tab

Overview

The “Customer” section in WPBookit allows you to view and manage customer’s information. You can add new customers, edit existing customer details, and delete customers. This section also provides an option to export the customer list, you can also search using customer information.

Export Customer

You can easily export the customer list by clicking the export button. This feature is especially useful for creating backups or utilizing the data in other applications, ensuring seamless data management and integration.

Add New Customer

The screen features a form for adding a new customer, where you can input essential details such as First Name, Last Name, Email Address, Phone Number, and Gender. There is also an option to upload a Profile Picture. Additionally, the interface displays a list of existing customers, allowing you to easily reference their information.

Form Fields and Options

  1. Navigate to the Customers Page:
    • Click on the Customers icon in the left sidebar.
  2. Click on Add New Customer:
    • Locate the Add New Customer button on the right side of the screen and click on it.
  3. Enter Customer Information:
    • First Name: Enter the first name of the customer.
    • Last Name: Enter the last name of the customer.
    • Email Address: Enter the customer’s email address.
    • Phone Number: Enter the customer’s phone number, including the country code.
    • Gender: Select the customer’s gender from the dropdown menu.
  4. Upload Profile Picture (Optional):
    • Click on the Upload button to select a profile picture from your device.
  5. Save:
    • Click on the Save button to save the new customer information to the system.

Confirmation:

  • Once the customer is added, the system will display a confirmation message or redirect to the customer’s profile.

Edit Customer Information

  • Edit: Modify the details of an existing customer details, such as first name, last name, email address, phone number.

Delete Customer

  • Delete Icon: click the delete icon (trash bin) in the “Action” column to delete an existing customer.