Skip to content
YepstaYepsta Help Centre

Use the Customer Profile and Timeline

The customer profile brings together business-scoped customer information. Use it to understand the relationship before a visit, follow-up or billing conversation.

Open a profile

Section titled “Open a profile”

Open CRM → Customers, find the customer and select their record. The profile includes Overview, Engagement, Advice & Follow-ups, Documents, Appointments, Packages, Wallet and Internal Notes.

Review the customer context

Section titled “Review the customer context”
Prepare for a customer interaction
  1. Start on Overview and confirm the customer’s contact details.
  2. Open Engagement → Timeline to review dated activity.
  3. Check Appointments for upcoming and previous visits.
  4. Check Packages before promising package coverage or a membership benefit.
  5. Review Wallet only when store credit or points are relevant.
  6. Use Advice & Follow-ups, Documents and Internal Notes only for the operational purpose that requires them.

The timeline can include appointments, invoices, advice notes, documents, package activity, wallet entries, internal notes, feedback, Project client-safe events and the lead-origin event created by CRM conversion. A lead-origin event links the converted enquiry outcome; it does not turn all later customer activity into lead activity. Select Refresh Timeline when older activity needs to be rebuilt from supported records.

Project timeline entries are a client-safe relationship summary. Open the Project Workspace for tasks, internal comments, billing stages, exact review history and operational next actions.

Record engagement information

Section titled “Record engagement information”

Under Engagement, use Source & Tags for customer origin details and controlled tags. Use Feedback to record the supplied rating, NPS value, source and comment when your business has legitimately collected that feedback. Segments shows the customer’s static and dynamic group membership.

Communication and WhatsApp preferences shown on the profile should reflect the customer’s actual instruction or consent record. Do not turn a preference on merely to make a message action available.

Record staff-only context

Section titled “Record staff-only context”

Use Internal Notes for concise operational information that colleagues need. Internal notes are not presented as customer-visible portal content. Do not place passwords, payment-card data or unnecessary sensitive information in a note.

Understand wallet information

Section titled “Understand wallet information”

The Wallet tab shows business-specific store credit, reward points and transactions. Authorized users can make a credit or debit adjustment with a description.

Last reviewed: