What to do if the customer uses two different email address?

Do you want to match a sales transaction to a calendar booking that uses a completely different email address? 

For example: your customer booked an appointment using one email, and paid with another. 

Don't worry, you can easily match your transaction to the calendar booking with a manual match.

Step 1: Go to "calls" "completed" and find the booking in question 

Step 2: Click "Cash in" and the transaction icon 

Step 3: Select the corresponding sale or search by email or name if you don't see it 

This will mark the call as "closed" and assign the sale to the rep that took the call. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us