How to navigate the ClearCare customer profile

This tutorial will navigate through the ClearCare View Customer screen.

In the navigation bar on the left hand side click view customers.

From here, you can search the customers in the search bar.

Once you identify the customer, you can click the view or edit button.

You can view their first name, last name, phone number, and email. You can also make any changes here and then click save changes.

The next section will show the user's home and the ability to edit it. It will also show the Pools and Spas associated with that home.

If you'd like to edit the home information click on the edit icon next to their home name.

Update the necessary information and then click submit.

You can also view all of the pools or Spas associated with this customer. Click view details to go into that particular pool or Spa.

If the customer only has one pool or Spa then instead of the previous screen shown it will go straight to the view details of their pool or spa.

This will take you back to their water, chemical, and equipment profile and you can update any information here.

You can also view or edit their recent tests, edit, or resend them. You can also take a test from this screen or view all of the tests.

Select the option to "View All Tests"

If you click view all tests, it will show their entire testing history.

You can view or edit a specific test.

If you do want to view or edit the results, it will take you back to the recommendation screen.

If you'd like to resend the recommendations, you can choose how to send it to the customer.

And that takes you through the entire customer profile.