Managing clients
How to add and edit a client (desktop)
In this article, you will learn how to add a new client or edit an existing client profile through the Zoyya partner web app on desktop. A client profile brings together contact details, appointments, and related client records. PLATFORM_SWITCH: Desktop · Mobile ${frame}[](https://files.zoyya.com/video-tutorial-test/Test/zoyya-10-dodovanSome readersHow to add and edit a client (mobile)
In this article, you will learn how to add a new client through the partner Zoyya web application on a mobile phone. By adding a client, you create their profile, which you can use for bookings, keeping track of appointments and storing important information. PLATFORM_SWITCH: Computer · Mobile phone ${frame}[](https://files.zoyya.com/video-tuPopularHow to view client appointments (desktop)
In this article, you will learn how to view the appointments of an individual client via the partner Zoyya web application on a computer. From the appointment overview, you can open appointment details, filter the view and make available actions for the selected appointment. PLATFORM_SWITCH: Desktop · Mobile ${frame}[](htFew readersHow to view client appointments (mobile)
In this article, you will learn how to view the appointments of an individual client via the partner Zoyya web application on a mobile phone. From the appointment overview, you can open appointment details, filter the view and make available actions for the selected appointment. PLATFORM_SWITCH: Desktop · Mobile ${frame}[Some readersHow to view a client's loyalty program (desktop)
In this article, you will learn how to view issued programs connected to a client from their profile on desktop. The Loyalty program area includes gift cards, service packages, membership and loyalty cards, and other issued programs that are active or expired. PLATFORM_SWITCH: Desktop · Mobile Steps OFew readersHow to view a client's loyalty program (mobile)
In this article, you will learn how to view issued programs connected to a client from their profile on mobile. The Loyalty program area includes gift cards, service packages, membership and loyalty cards, and other issued programs that are active or expired. PLATFORM_SWITCH: Desktop · Mobile Steps OnFew readersHow to manage client reminders (desktop)
In this article, you will learn how to view, add, and cancel a manual reminder from a client profile on desktop. PLATFORM_SWITCH: Desktop · Mobile A manual reminder is a one-time message scheduled in advance for a specific client, independently of automatic appointment notifications. Use it, for example, for a follow-up, memFew readersHow to manage client reminders (mobile)
In this article, you will learn how to view, add, and cancel a manual reminder from a client profile on mobile. PLATFORM_SWITCH: Desktop · Mobile A manual reminder is a one-time message scheduled in advance for a specific client, independently of automatic appointment notifications. Use it, for example, for a follow-up, membFew readersHow to manage client attachments (desktop)
In this article, you will learn how to view, add, edit, download, and delete attachments from a client profile on desktop. An attachment can be an image or PDF document connected to the client or an appointment. PLATFORM_SWITCH: Desktop · Mobile Attachments are intended for internal staff work, for example a consent formFew readersHow to manage client attachments (mobile)
In this article, you will learn how to view, add, edit, download, and delete attachments from a client profile on mobile. An attachment can be an image or PDF document connected to the client or an appointment. PLATFORM_SWITCH: Desktop · Mobile Attachments are intended for internal staff work, for example a consent form,Few readersHow to view products sold to a client (desktop)
In this article, you will learn what the Products area on a client profile shows on desktop. It is not a list of products owned by the client or stock quantities. It is a history of products sold to that client on issued receipts. PLATFORM_SWITCH: Desktop · Mobile Steps Open Clients and select tFew readersHow to view products sold to a client (mobile)
In this article, you will learn what the Products area on a client profile shows on mobile. It is not a list of products owned by the client or stock quantities. It is a history of products sold to that client on issued receipts. PLATFORM_SWITCH: Desktop · Mobile Steps On the bottom bar, open **ClieFew readersHow to block or delete a client (desktop)
In this article, you will learn how to block, unblock, or delete a client on desktop and how these actions differ. PLATFORM_SWITCH: Desktop · Mobile Block or unblock a client Open Clients and select the client. Open Akcije (Actions). Select Block or, for a blocked client, Unblock. Confirm tFew readersHow to block or delete a client (mobile)
In this article, you will learn what to do when you need to block, unblock, or delete a client while using the Zoyya partner web app on mobile. PLATFORM_SWITCH: Desktop · Mobile Block and unblock a client Open Clients and select the client. Tap Edit. Open Actions and select Block or, for a bloFew readersHow to merge duplicate clients (desktop)
In this article, you will learn how to merge two profiles belonging to the same person on desktop and which data Zoyya transfers to the profile that remains. PLATFORM_SWITCH: Desktop · Mobile Before merging Merge profiles only when you are certain they belong to the same person. Compare the name, email address, mobile nFew readersHow to merge duplicate clients (mobile)
In this article, you will learn what to do when you need to merge duplicate client profiles while using the Zoyya partner web app on mobile. PLATFORM_SWITCH: Desktop · Mobile Before merging Merge profiles only when you are sure they belong to the same person. Compare the name, email, mobile number, date of birth, and OIFew readers
Client invitations
How to send an invitation to a client (desktop)
In this article, you will learn how to send an invitation to a client for online ordering through the partner Zoyya web application on a computer. You can send the invitation when adding a new client or subsequently to an existing client. PLATFORM_SWITCH: Desktop · Mobile ${frame}[](https://files.zoyya.com/videFew readersHow to send an invitation to a client (mobile)
In this article, you will learn how to send an invitation to a client for online ordering via the partner Zoyya web application on mobile. You can send the invitation when adding a new client or subsequently to an existing client. PLATFORM_SWITCH: Desktop · Mobile ${frame}[](https://files.zoyya.com/videFew readers