{"id":1542,"date":"2024-02-09T21:11:10","date_gmt":"2024-02-09T19:11:10","guid":{"rendered":"https:\/\/wellnessunityhub.com\/?p=1542"},"modified":"2024-02-09T21:11:10","modified_gmt":"2024-02-09T19:11:10","slug":"manage-customer-data","status":"publish","type":"post","link":"https:\/\/wellnessunityhub.com\/documentation\/2024\/02\/09\/manage-customer-data\/","title":{"rendered":"Manage customer data"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\" id=\"working-with-customers-list-and-search-page\">Working with Customers list and search page<\/h3>\n\n\n\n<p>The customer\u00a0list shows all the information about every customer: names, their WordPress usernames (if there is a connected WordPress user), phone, note, and perhaps the most important one \u2013 the date of their last appointment. To specify the number of records that are to be displayed at a time, select the required number in the\u00a0\u201cDefault items per page\u201d\u00a0in\u00a0\u00a0\u201cGeneral Settings\u201d.<\/p>\n\n\n\n<p>Just as on the other pages, on the&nbsp;<strong>\u201cCustomers\u201d<\/strong>&nbsp;page you will see:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>The total number of customers you have<\/li>\n\n\n\n<li>A search input you can use to search through your customers by their name.<\/li>\n\n\n\n<li>A sort option you can use to sort your customers by ascending or descending name.<\/li>\n<\/ol>\n\n\n\n<p>You can export a list of your customers in a form of a CSV file. At the top right of the&nbsp;<strong>\u201cCustomers\u201d<\/strong>&nbsp;page and next to the sort option, tap the&nbsp;<strong>\u201cExport\u201d<\/strong>&nbsp;icon button. Clicking on the&nbsp;<strong>\u201cExport\u201d<\/strong>&nbsp;icon button will open a dialog allowing you to choose the delimiter used for CSV and to select the columns you\u2019d like to export. When you are ready, tap on the&nbsp;<strong>\u201cExport\u201d<\/strong>&nbsp;button in the dialog to download a CSV file.<\/p>\n\n\n\n<p>You can also delete multiple customer profiles at the same time on the page by checking the ones that you want to delete. The dialog box with the&nbsp;<strong>\u201cTrash\u201d<\/strong>&nbsp;icon will appear in the table footer when you check at least one customer you want to delete. After you click on it you will see a message, and if you are certain that you want to delete the customer records click on the&nbsp;<strong>\u201cDelete\u201d<\/strong>&nbsp;button to confirm your deleting process.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Working with Customers list and search page The customer\u00a0list shows all the information about every customer: names, their WordPress usernames (if there is a connected WordPress user), phone, note, and perhaps the most important one \u2013 the date of their last appointment. To specify the number of records that are to be displayed at a&hellip;&nbsp;<a href=\"https:\/\/wellnessunityhub.com\/documentation\/2024\/02\/09\/manage-customer-data\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">Manage customer data<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","_themeisle_gutenberg_block_has_review":false,"footnotes":""},"categories":[36],"tags":[],"class_list":["post-1542","post","type-post","status-publish","format-standard","hentry","category-appointment-features"],"gutentor_comment":0,"_links":{"self":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts\/1542"}],"collection":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/comments?post=1542"}],"version-history":[{"count":0,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts\/1542\/revisions"}],"wp:attachment":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/media?parent=1542"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/categories?post=1542"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/tags?post=1542"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}