Course 11
Customers
Master the customer directory, individual profiles, reliability scoring, loyalty tracking, and communications to build lasting client relationships in Vremly.
The Customer Directory
Understand what the Customers page is, who can access it, and what actions are available from the directory.
Stats at a Glance
Read the three directory stat cards and understand what each metric tells you about your customer base.
Search, Filter, and Sort
Use the search bar, platform filter, and sort dropdown to zero in on the right customers instantly.
Adding and Importing Customers
Create individual customer records manually, add them via reusable invite link, or bulk-import from a CSV file.
Customer Profile and Tabs
Navigate the five tabs on a customer detail page to access overview, orders, invoices, loyalty history, and account settings.
The Reliability Score
Understand how Vremly computes a customer's reliability score from their cancellation history and how to act on it.
Payment Methods and Portal Access
Manage a customer's saved cards, send card-setup links, and control their access to the customer portal.