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https://wesshelp.wessconnect.com/2022/11/23/how-to-publish-back-the-unpublished-customer/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

https://wesshelp.wessconnect.com/2021/06/15/how-to-let-customers-fill-in-their-details-by-themselves/

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

https://wesshelp.wessconnect.com/2021/06/15/how-to-check-or-edit-consultancy-form-that-has-been-submitted/

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

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