CleanCloud

Manage customer details, orders, payments, messages, and more with the CleanCloud CRM page for seamless customer management.

Customer CRM Page in CleanCloud

Set a default payment method for customers to streamline transactions and ensure seamless order processing in CleanCloud.

Customer Default Payment Method in CleanCloud

Learn how to assign a custom price list to customers or individual orders in CleanCloud for seamless pricing management.

How to Assign a Price List to a Customer or Order

Add a secondary phone for backup contact. Only the primary gets SMS, but both show in the Driver App.

Adding a Secondary Phone Number for Customers in CleanCloud

Track how customers find your business by enabling the "Where Did You Hear About Us?" feature and updating sources in the CRM.

Tracking Customer Sources

Learn how CleanCloud's structured address fields improve accuracy for customer addresses in the POS, web booking tool, and customer app.

Customer Address – Split into Sections

Enable and add a customer’s gender and birthday in CleanCloud for better personalization. Learn how to activate and update these fields.

Add a Customer’s Gender and Birthday in CleanCloud

Easily manage hotel guest orders by recording guest names and room numbers. Learn how to enable and track hotel guest details in CleanCloud.

Managing Hotel Customers in CleanCloud

Learn how to segment customers into personalized groups in CleanCloud for better reporting, management, and targeted marketing.

How to Create and Manage Customer Groups in CleanCloud

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Adem Aziz

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