Customer

Customer Details

Step 1: Click “CUSTOMER” Step 2: Click “CUSTOMER” Step 3: Click “NEW” Step 4: Fill in customer details Step 5: Click “SAVE” Last update: April 2021
Step 1: Click “CUSTOMER” Step 2: Click “CUSTOMER” Step 3: Click the “✓” to unpublish the customer Last update: April 2021
Step 1: Click “CUSTOMER” Step 2: Click “CUSTOMER” Step 3: Enter the name to search Step 4: Select the customer Step 5: Click “EDIT” Step 6: You can make the changes if needed Step 7: Click “SAVE” Last update: April 2021
Step 1: Click “CUSTOMER” Step 2: Click “CUSTOMER” Step 3: Enter the name to search Step 4: Select the customer Step 5: Click “EDIT” Step 6: Click “TRANSACTION” Last update: April 2021
Step 1: Click “CUSTOMER” Step 2: Click “NEW CUSTOMER” Step 3: Fill in customer details Step 4: Click “SAVE” Last update: April 2021
Step 1: Click “SETTING” Step 2: Click “CUSTOMER NEW ENTRY” Step 3: Select the customer new entry form Step 4: Click “EDIT” Step 5: Select the Unwanted Field and click “❌” to remove Step 6: You can drag and drop a question from left to the right panel Step 7: Click “SAVE” Last update: April 2021
Step 1: Click “SETTING” Step 2: Click “REFERENCE CODE” Step 3: Enter the type name to search Step 4: Select the type Step 5: Click “EDIT” Step 6: Fill in code details Last update: April 2021

Treatment Comment

[METHOD 1] Step 1: Click “ADD SALE TICKET” Step 2: Enter the customer name to search Step 3: Click ADD TREATMENT COMMENT “ICON” Step 4: Click “EMPLOYEE” Step 5: After employee is selected then click “SET” Step 6: Enter the Comment and click “✚” Step 7: Click “ADD IMAGE” to add image Step 8: Click “SAVE” [METHOD 2] Step 1: Click “CUSTOMER” Step 2: Click “TREATMENT COMMENT” Step 3: Enter the customer name to search Step 4: Select the customer Step 5: Just follow [METHOD 1] Step 4 and continue… Last update: April 2021
Step 1: Click “CUSTOMER” Step 2: Click “TREATMENT COMMENT” Step 3: Enter the customer name to search Step 4: Select the customer Step 5: Click “EDIT” Step 6: You can make the changes if needed Step 7: Click “SAVE” Last update: April 2021
Step 1: Click “CUSTOMER” Step 2: Click “TREATMENT COMMENT” Step 3: Enter the customer name to search Step 4: Select the customer Step 5: Click “EDIT” Step 6: Click “VOID” Last update: April 2021
Step 1: Click “CUSTOMER” Step 2: Click “TREATMENT COMMENT” Step 3: Enter the customer name to search Step 4: Select the customer Step 5: Click “EDIT” Step 6: Click “ADD IMAGE” to add image Step 7: Click “SAVE” Last update: April 2021

Medical Certificate

Step 1: Click “CUSTOMER” Step 2: Click “MEDICAL CERTIFICATE” Step 3: Click “NEW” Step 4: Click “EMPLOYEE” Step 5: After employee is selected then click “SET” Step 6: Enter the customer name to search Step 7: Fill in the “MC” details Step 8: Click “SAVE” Last update: April 2021
Step 1: Click “CUSTOMER” Step 2: Click “MEDICAL CERTIFICATE” Step 3: Select the “MC” that want to delete Step 4: Click “DELETE” Last update: April 2021

Consultancy Form

Step 1: Click “SETTING” Step 2: Click “MANAGE CONSULTANCY” Step 3: Click “NEW” Step 4: Enter the title as a consultancy form title name Step 5: Enter the description, it will display at the top of the consultancy form Step 6: You can drag and drop a question from left to the right panel Step 7: You can change the question & option Step 8: You can tick the mandatory box to make it as compulsory question Step 9: Click “❌” to remove unwanted field Step 10: Click “DRAFT” to save the form as draft Step 11: Click “SUBMIT” to start public this form Last update: April 2021
Step 1: Click “CUSTOMER” Step 2: Click “CONSULTANCY SUBMISSION” Step 3: Select the consultancy form Step 4: Enter the customer name, code, IC number, mobile, or membership number to search Step 5: Click “NEXT” Step 6: Fill in consultancy form details Step 7: Click “SUBMIT” Last update: April 2021
Step 1: Click “CUSTOMER” Step 2: Click “CONSULTANCY SUBMISSION LIST” Step 3: Click and select the date Step 4: Select the consultancy form Step 5: Click “EDIT” Step 6: You can make the changes if needed Step 7: Click “SUBMIT” Last update: April 2021

Survey

Step 1: Click “SETTING” Step 2: Click “MANAGE SURVEY” Step 3: Click “NEW” Step 4: Enter the title as a survey form title name Step 5: Enter the description, it will display at the top of the survey form Step 6: You can drag and drop a question from left to the right panel Step 7: You can change the question & option Step 8: You can tick the mandatory box to make it as compulsory question Step 9: Click “❌” to remove unwanted field Step 10: Click “DRAFT” to save the form as draft Step 11: Click “SUBMIT” to start public this form Last update: April 2021
Step 1: Click “CUSTOMER” Step 2: Click “SURVEY SUBMISSION” Step 3: Select the survey form Step 4: Fill in customer details Step 5: Click “SUBMIT” Last update: April 2021
Step 1: Click “CUSTOMER” Step 2: Click “SURVEY SUBMISSION LIST” Step 3: Click and select the date Step 4: Select the survey form Last update: April 2021
Step 1: Click “CUSTOMER” Step 2: Click “SURVEY SUBMISSION LIST” Step 3: Select the survey form Step 4: Click “ANALYSIS” Last update: April 2021

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