Presenter: Samuel Kim (Customer Experience Specialist)
Webinar Date: Friday, 23rd August 2024 11:00am (AEST)

In this webinar we will go through:

• How to manage your customer data and customer groups
• How to record//track customer purchases
• How to use regular and advance customer filters for easy communication via SMS/Emails i.e. how to let all your Ozempic patients know when stock is back in
• How to customised statements
• How to set up email body templates for emailing statements
• How to edit customer accounts and staff permissions related to accounts access
• How to find accounts by their exact balance
• How to perform a bulk debtor transaction and set reoccuring transactions
• How to use our ABA import/export feature to efficiently consolidate account payments