Customers

Why

Customer data flows into queues, receipts, medical certificates and claims — a wrong name or ID makes every document wrong, and a duplicate record splits the history in two

How

1. 1Customers page: press Add customer at the top right (or F1 · fn + F1 on Mac) — shown only to roles allowed to add customersAdd customer window
2. 2Look at the header: Next HN is the HN this customer will get (assigned on save)
3. 3The yellow box under the header lists the 5 missing required fields — click one to jump to it
4. 4Identity & name: choose Thai Person / Foreigner / Not Specified — foreigners use a passport number instead of the ID card and can pick a foreign address
5. 5ID Card Number: type 13 digits; duplicates are checked as you type — This ID already belongs to a customer means close and search instead of creating a new one
6. 6Name (TH) and Lastname (TH): type the real name carefully — it is printed on receipts, medical certificates and claims
7. 7Birthday: pick the date of birth and the age is calculated (may be left blank, but not a future date)
8. 8Contact & address, Telephone number: enter the customer’s mobile — used for search and the PDPA SMS
9. 9Address: type house no., moo, soi, road — if the customer gives none, press Address unknown next to it to fill - for the address and area
10. 10Click Province / District / Sub-district / Zip code to open the address picker; pick province › district › sub-district in order (the zip code fills in)Select address window
11. 11When all are picked press Done to return to the customer form
12. 12When the top box turns green (All required fields are filled in) press Save at the bottom right — you see Customer added and the customer appears with an HN

Why

Allergy drugs picked from the list show a red warning in the exam room, service and pharmacy, and warn when that drug is prescribed — free text alone cannot trigger the prescribing warning

How

1. 1On the customer row press the ⋮ button (Customer actions) at the end (for a new customer do this inside Add customer and skip to item 3)Customer actions menu
2. 2Press Edit details (shown only to roles allowed to edit customers)Edit customer window
3. 3Scroll to Health & safety (or click Health · allergies in the left section menu) — only roles allowed to see health data get this section
4. 4Drug allergy box Type medicine name and select from the list: type and pick from the list (Enter picks the first); chosen drugs become red chips — only picked drugs trigger the prescribing warning
5. 5Allergy history (free text): type allergies that are not shop drugs, e.g. seafood, or past reactions
6. 6Congenital disease: fill in if any (also shown in the red warning bar)
7. 7Pre-procedure safety check: new customers start at No for every item; press Yes only on the items that apply
8. 8Press Save changes at the bottom right (Save for a new customer) — you see Customer updated

Why

The shop needs proof that the customer consented to personal-data use (PDPA), especially for health data and photos

How

1. 1On the customer row press the ⋮ button (Customer actions)Customer actions menu
2. 2Under More press Confirm PDPA (only for customers not yet confirmed, and roles with permission)Confirm PDPA window
3. 3Option 1 — choose Confirmed by Staff when the customer signed a consent form at the shop
4. 4Press the camera button Take Photo to Confirm and take or pick a photo of the signed form · wrong photo: press Change Image and retakeCamera / file picker
5. 5Option 2 — choose Confirmed by Customer to send an SMS to the number shown for the customer to confirm (disabled without a phone number)
6. 6Press Accept at the bottom right — staff mode without a photo warns you to take one · on success the window closes

Why

Card reading gets names and IDs right without typing and opens the existing record if the customer is already registered; Excel import is for bringing an existing customer list when you start

How

1. 1Insert the ID card into the reader and press Read ID Card at the top right (shown only to roles with permission)Customer details or Add customer window
2. 2Existing customer = their details open · new customer = Add customer opens pre-filled from the card; check it, press Save, then close the window
3. 3Import from an old system: press Import Excel (desktop only, not on phones, and only for roles with permission)Import customers window
4. 4Customer group: choose the group every customer in the file will join (required — the check button stays disabled otherwise)
5. 5Press Download Template and fill the customer list in following its column headers
6. 6Select Excel File: choose the filled file (.xlsx only)
7. 7Press Checking — you get Total · Correct · Incorrect counts and a row table with notes
8. 8If any row is Incorrect, fix it in the file using the note, choose the file again and press Checking again — import is enabled only when no rows are wrong
9. 9Press Import Data — the customer list reloads when it finishes

Why

Always finding the existing record first prevents duplicates and opens the history fast when the customer arrives

How

1. 1Search box HN · name · phone · ID: type any of them and press Enter · press × in the box to clear
2. 2Branch filter: choose which branch’s customers to list (multi-branch shops)Branch list
3. 3Group filter: choose a customer group or AllCustomer group list
4. 4Status: Use (default) / Suspended / All — press All when the person may be suspended
5. 5In the table: click the name for details · click the HN to edit · a red Drug allergy badge by the name means allergies are recorded

Why

This window gathers everything about the customer — answer their questions (sessions left, amount owed, next appointment) and queue them or create a receipt right away

How

1. 1On the customer row press the ⋮ button (Customer actions) (or click the customer’s name and skip to item 3)Customer actions menu
2. 2Press View Detail (shown only to roles allowed to view customer details)Customer details window
3. 3Look at the header: the red bar lists allergies · pre-procedure flags · diseases · the side panel shows Point, Credit limit, overdue and personal info
4. 4Remaining amount tab (opens first): sessions left, expiry (orange = soon), remaining drugs and credit balance
5. 5Timeline tab: every event by day · Course history shows each course use
6. 6OPD / IPD / Service tab: treatment history · Examination/Lab/X-ray for results
7. 7Receipt tab: past receipts · Invoice, Appointment and Medical certificate for other documents
8. 8Edit info at the top right opens the edit form (only for roles allowed to edit)Edit customer window
9. 9Hand off right away: Queue OPD (or Queue IPD / Queue Service) sends to the queue · Create receipt opens a sale — buttons follow role permissions and menu accessOPD queue page
10. 10Owner: on Course Settings, Course buttons on the customer page picks which buttons show in the remaining-courses tab
11. 11Course expiry counts from: choose the start date for course expiry
12. 12Press Save

Why

Many daily customer tasks live in this menu — knowing it saves hunting across pages

How

1. 1On the customer row press ⋮ (Customer actions) — items are grouped as Customer · Print · More and follow your role permissionsCustomer actions menu
2. 2Press Customer files to keep documents with the customer, e.g. outside lab results or consent formsCustomer history files window
3. 3Press Select file (or drag files in) — images or PDFs, several at once; uploads appear in the table below with user and date
4. 4Press × (Close) at the top right to close the files window
5. 5Press the same row’s ⋮ againCustomer actions menu
6. 6Under Print press Sticker customer for file stickers (OPD card opens the patient-card print page instead)Sticker customer window
7. 7Choose language: pick Print in Thai or Print in English
8. 8Press Print — the sticker file opens in a new tab for printingNew tab (sticker file)
9. 9Other More items: Redeem coupon (type in Coupon code, pick one, press Redeem coupon — points added at once) · Add questionnaire / Evaluation form · Register Face (Add Face then Capture Image)

Why

Duplicate or inactive customers should be suspended rather than deleted — treatment and payment history must be kept

How

1. 1Suspend: on the duplicate or inactive customer’s row press ⋮ (Customer actions)Customer actions menu
2. 2Press Suspend at the bottom of the menu (only for roles allowed to suspend)Confirm Suspend window
3. 3Press Confirm — you see Suspend Success and the customer leaves the active list
4. 4Reactivate: press the Suspended status to list suspended customers, then ⋮ › Activate › Confirm
5. 5Permanent delete (cannot be undone): on the customer row press ⋮ (Customer actions)Customer actions menu
6. 6Press Delete customer — only for active customers of this branch and roles allowed to deleteConfirm deletion window
7. 7In Confirm deletion press Delete — you see Customer deleted
8. 8Change HN: press the pencil icon (Edit HN) next to the HN in the table — shown only to the shop owner and adminsEdit HN window
9. 9Customer ID: type the new HN (must not match another customer)
10. 10Press Save (or Enter) — the HN in the row changes right away

Why

Groups split customers into tiers such as general / VIP / staff — promotions can target a group, credit packages move buyers into a group, and the customer list filters by group

How

1. 1Customer groups page: press Add group at the top rightAdd Customer Group window
2. 2Group name: type a name such as VIP or Staff (required)
3. 3Member discount: choose None / Percentage / Amount — a reference on the bill, not deducted automatically
4. 4For percentage or amount, type the discount as a whole number (percentage up to 100)
5. 5Press Save — the new group appears in the table as active
6. 6Put customers in: on the Customers page edit the customer, General section, Customer group — or pick the group when importing Excel
7. 7Members column: click the head count to open that group’s customers on the Customers page
8. 8Used by column: credit packages and promotions linked to the group · edit or suspend via ⋮ (Manage group) at the end of the row

Why

Tags label interests or traits such as "interested in laser"; a customer can have many (unlike one group) — great for targeting campaigns

How

1. 1Customer tags page: press Add tag at the top rightAdd customer tag window
2. 2Tag Name: type e.g. Laser interest (max 100 characters, must be unique); see the chip under Preview
3. 3Press Save — the new tag appears in the table
4. 4Tag a customer: on the Customers page edit the customer, General section, Tag field, Choose tags (several allowed), then save
5. 5Back here, Customers column: click a tag’s head count to open the Customers with this tag panel, searchableCustomers with this tag panel
6. 6Rename or delete: ⋮ (Manage tag) at the end of the row › Edit / Delete — deleting asks you to confirm with Delete tagManage tag menu