Customer
Customer Details
https://wesshelp.wessconnect.com/2021/06/15/how-to-add-new-customer/
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
https://wesshelp.wessconnect.com/2021/06/15/how-to-unpublish-customer/
Step 1: Click “CUSTOMER”
Step 2: Click “CUSTOMER”
Step 3: Click the “✓” to unpublish the customer
Last update: April 2021
https://wesshelp.wessconnect.com/2022/11/23/how-to-publish-back-the-unpublished-customer/
Step 1 : Go to “Customer” and click “Customer”
Step 2 : Click the Publish section and change it to “No”
Step 3 : Click the icon “x” to publish back which customer you want
Last updated: November 2022
https://wesshelp.wessconnect.com/2021/06/15/how-to-edit-customer-details/
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
https://wesshelp.wessconnect.com/2021/06/15/how-to-check-customer-transaction-history/
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”
Step 7: Click “View All” if you want to view all transactions history
Last update: November 2022
Step 1: Click “CUSTOMER”
Step 2: Click “NEW CUSTOMER”
Step 3: Fill in customer details
Step 4: Click “SAVE”
Last update: April 2021
https://wesshelp.wessconnect.com/2021/06/15/how-to-edit-the-customer-new-entry-form/
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
https://wesshelp.wessconnect.com/2021/06/15/how-to-set-customer-code/
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
https://wesshelp.wessconnect.com/2022/11/25/how-to-add-a-treatment-comments/
[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: Click “New”
Step 4: Enter the customer name to search
Step 5: Follow [METHOD 1] Step 4 to Step 8
Last update: November 2022
https://wesshelp.wessconnect.com/2021/06/15/how-to-edit-treatment-comment/
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
https://wesshelp.wessconnect.com/2021/06/15/how-to-void-treatment-comment/
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
https://wesshelp.wessconnect.com/2021/06/15/how-to-add-image-into-treatment-comment/
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
https://wesshelp.wessconnect.com/2021/06/15/how-to-add-mc/
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
https://wesshelp.wessconnect.com/2021/06/15/how-to-delete-mc/
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
https://wesshelp.wessconnect.com/2021/06/15/how-to-create-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 make this form public
Last update: November 2022
https://wesshelp.wessconnect.com/2021/06/15/how-to-let-customer-fill-in-consultancy-form/
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
https://wesshelp.wessconnect.com/2021/06/15/how-to-create-survey-form/
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 make this form public
Last update: November 2022
https://wesshelp.wessconnect.com/2021/06/15/how-to-give-customer-fill-in-the-survey-form/
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: November 2022
https://wesshelp.wessconnect.com/2021/06/15/how-to-check-survey-form-that-has-been-submitted/
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
https://wesshelp.wessconnect.com/2021/06/16/how-to-view-the-survey-form-analysis/
Step 1: Click “CUSTOMER”
Step 2: Click “MANAGE SURVEY”
Step 3: Select the survey form
Step 4: Click “ANALYSIS”
Last update: November 2022