Customer

New customer

Marketing preferences are stored in the customer profile, not reconfirmed at each visit. Unsubscribed customers must not receive promotions. Email campaigns remain disabled.

Visit & payment

All new invoices remain Draft until manually reviewed. Up to four treatments per invoice.

Reminder

Scheduled for internal review only. No automatic marketing emails.

Mileage

Save a Home address and a permanent Work address once. Destination automatically follows the customer address above. For multiple customer visits, record the complete route in the final invoice of the journey; do not also claim overlapping legs on earlier invoices.

Enter the complete route and verified miles to include mileage with this visit.