From the dashboard, click on “People” in the left-hand corner as shown.
How to add a Customer
Step 1: Click “Customer” on the top right corner of the page as shown.
Step 2: Click “Add Customer” on the bottom right corner of the page as shown. Afterwards, the customer will be added to the Customer section successfully.
How to search for a customer
Step 1: Click the search icon as you can see below then type the name in the search box as shown and click the search icon.
If you need any further assistance, kindly use the chat widget at the bottom-right corner of this page or send an email to our support desk (help@onedoc.ai) for prompt assistance,
Thank you!