Keep notes on a visitor

In this video.

1. 0:00 Intro
2. 0:07 Open a visitor
3. 0:15 Add their details
4. 0:37 Add a note
5. 0:47 Your follow-up list

The steps.

1. Open Visitors. Everyone who came to your store is listed, with every visit they made.
2. Visitors start out anonymous. You add a name when you know who they are, from an order or a phone call.
3. Set a follow-up so you remember to get back to them.
4. Only your team sees these details. They never leave Candler, even in exports.
5. Back on Visitors, everyone who needs a follow-up is listed at the top.
6. You can also search by name, email, phone or order number from the search bar at the top.