Customer File

Customer File is to enter Customers Information. These Customers details will use for making Appointments in Appointment Screen, and also for making invoice for the Customer.

Adding New Customer

  1. Select the Customer File from Customers Menu.
  2. Add Name and all other details in the appropriate columns.
  3. First Name,Middle Name, Last Name, Sex, Title, Provider and Mobile are mandatory fields.
  4. Customer file ID will be created automatically or Manually according to your choice in Clinic Data Screen.
  5. Add Notes for the Customer
  6. You can also add Customer Photo by Upload Button .
  7. Click Save Button.

Edit Customer

  1. Select the Customer that you would like to edit by search with First Name, Last Name, Country, Sex or Provider.
  2. Select the Customer from the Customer list.
  3. Do the needful changes and press Edit Button to save the changes.
  4. To convert a non-regular Customer (from Appointments) to a regular one, click on the record, fill the remaining information and press Edit Button to save the changes. The Customer will now be listed in the Customer database.

Delete Customers

When deleting any Customer, his Invoices will be deleted automatically.

1. Select the Customer from the Customer List given below.

2. Press Delete Button to Delete this Customer.

Clear Button:

To clear the screen for any action (Add , Edit or Delete)

Email Button:

Select the Customer that you want send email from the Customer List given below and click the Email Button to open default Email Program.


Search Customer

  1. Search for Customer with First Name or Begin with,End with,Exactly or Any where.
  2. Also you can select if you need search by last Name or first name from Options on the popup window when you write any name on customer field, and to more the speed of the search you can select the Number of records that will appear on the list of customers.
  3. Search for Customer with Provider Name.
  4. Search for Customer with Sex or Country .
  5. Can select any one or all together and click Search Button.

Print Customer Button (To print details for one Customer)

  1. Select the Customer that you would like to Print by search with First Name or Provider Name or Sex.
  2. Select the Customer from the Customer list.
  3. Click Print Customer to View/Print the Report.

Print List Button

  • Print List Button is used to Print the details of all Customers in list given below.
  • Notes BodyCareGate Software allows you to print different types of Customized Reports:
    •

    Customer Report

    1. Select the Customer File from Customers Menu.
    2. You can see the list all of records in Customers List given below.
    3. Click on Print List Button to View/Print the Report.

    Customer Report by Customer Name

    1. Select the Customer File from Customers Menu.
    2. Type the Customer Name in Customer Text in Search.
    3. Click on Search Button.
    4. You can see the list of all records of particular Customer in Customers List given below.
    5. Click on Print List Button to View/Print the Report.

    Customer Report by Provider

    1. Select the Customer File from Customers Menu.
    2. Select the Provider Name from Provider drop down menu in Search.
    3. Click on Search Button.
    4. You can see the list of all records of particular Provider in Customers List given below.
    5. Click on Print List Button to View/Print the Report.

  • And the same for
    1. Customer Report by Country
    2. Customer Report by Sex.
  • Also You can print the Customer List Group By Provider,Nationality or Referral.

Print Graph Button

There is some graphic reports show the ratio of count of Customers and all of the ( Nationalities and Sex) in specific duration.

 

And the same for

  1. Customer Report per Nationalities.
  2. Customer Report per Sex.