Create and update customer profiles

Starting conditions and inputs

Have customer identifiers and verified profile values.

Define how customer and transaction records connect

Values for this task

entry_url, organization_id, customer_id, profile_values, customer_lookup, field_value

Command sequence

open "$entry_url" && snapshot -i

click "$filter" && snapshot -i

click "$name_condition" && snapshot -i

fill "$name_input" "$customer_lookup" && snapshot -i

get text body

click "$customer_row" && snapshot -i

fill "$customer_field" "$field_value" && press 'Tab' && snapshot -i

reload && snapshot -i

get value "$customer_field"

Ref targets and expected results

#	Command / ref	Target and verification
1	`click` `$filter`	Customer table filter button
2	`click` `$name_condition`	Name condition (name) in the customer table
3	`fill` `$name_input`	Customer identifier input
4	`get text`	Compare existing customer ID and contact.
5	`click` `$customer_row`	Customer record to edit
6	`fill` `$customer_field`	Customer field being changed
7	`press`	Leave the field input.
8	`reload`	Reload the same customer record.
9	`get value` `$customer_field`	Compare the edited input with the expected value.

Check the result

Organization and customer IDs match and saved values equal the input.

Resuming after interruption

Read the same IDs again. Preserve correct settings and update only differences.

Confirm identity

Search for existing customers by phone or channel identifier before creating one. Matching names and shared phone numbers can be ambiguous. Have a responsible staff member resolve uncertain matches.

Put lasting customer attributes in customer custom fields. Store visit-specific information on the reservation instead. Field keys support queries and connections; distinguish them from display labels.

Create or edit the profile

Enter values in Customers and save. When editing, confirm the organization and customer identifier again. Do not guess channel identifiers or copy them from another customer.

Customer states are lead, qualified, active, churned, and lost. Apply your organization’s lifecycle definitions. Changing a state does not create advertising consent.

Check the saved record

Reopen the customer and check values and organization. Verify that related conversations and reservations still belong to the right customer. Review duplicates and missing identifiers to reduce misdirected follow-up.