• How can I register a credit from a client that I had in another program and update the sessions consumed?

  To sell a credit that a customer had already partially consumed before purchasing the program, you must do the following: Sell the credit with the price you have left to pay, so that it does not double your old sales. At that moment you must add the service already done and modify the necessary units and click on the star to discount them. Finally, we complete the sale with the appropriate payment method. (https://storage.crisp.chat/users/helpdesk/website/aba5bb403ac1d000/captura-de-pantalSome readers

• How can I upload all my clients or import them to Koibox?

  From clients import (top bar). Once in the import window, you will see a button that says "download template", that will download an excel file so that you can complete the columns with your customer data. When you have filled it, you can load it in the program from that same import window.Few readers

• Can I reorder my customers' codes?

  Go to customers reorder codes. You just have to type the number since the program will need to reorder the following clients (e.g. 001). Do not forget that this action is irreversible.Few readers

• I have duplicate clients.Can I merge or pin their profiles without losing information?

  Enter the customer’s profile that you want to keep their personal data. In the top bar you have the option other actions, inside you will find unify clients, when you click a small window will open so that you can search for the duplicate client. When you have it, click on join clients and the 2 tabs will be joined. This action is irreversible.Few readers

• How do I record a customer’s debt in the program?

  To create a debt, when you collect the payment method and when the program asks for the amount that the customer delivers You put the amount that they pay you, and you will see as just below it is written in "red" the debt that is going to be generated for the remaining amount. Once you finish the sale, that debt is in the client’s file (from where we can add contributions)Few readers

• How can I deactivate a client's profile?

  Click on clients search for the client you want to deactivate. On the client file, click on the "edit" button, you will see at the end of the line "configuration", and you will find the option "active" simply remove it and click to save.Few readers

• How can I redeem or remove a client's debt?

  Go to the client's profile and you will see the debts section, select the debt you want to redeem (by clicking on the white button on the left). A row will appear where you can fill in all the fields and select the accept option. redeem or remove debtsFew readers

• Can I reactivate a client that I have deactivated? Reactivate client.

  Go to Customers open the search filter by clicking on find customers. Filter in the active field and check the option no. When you call it, the ones that are disabled (crossed out in red) will come out. To activate by pressing the gear button >see client tab>editsettingsmark activate and save the changes.Few readers