Orchestrate client relations and transaction records seamlessly inside NotaryCentral using comprehensive client listings, customizable appointment filters, profile editors, and secure repositories for notarized document access.
1. Customers Dashboard (/customers)
Keep track of all your active clients and contacts:
- Client directory — View a searchable list of all clients, displaying names, email addresses, and phone numbers.
- Transaction count — Quickly review the count of appointments and notarizations associated with each client.
2. Customer Detail & Profile Views (/customers/[customerId])
Drill down into specific client relationships and histories:
- General contact details — Review addresses, phone numbers, and profile details.
- Client Appointments (/customers/[customerId]/appts) — View the full log of scheduled, completed, and canceled signing appointments for this customer.
- Appointment Filtering (/customers/[customerId]/appts-filters) — Filter the client's appointment list by status, date range, or fee amounts.
- Edit Client details (/customers/[customerId]/edit) — Update client contact data, billing preferences, and custom fields.
- Notarized Documents (/customers/[customerId]/notarized-docs) — Review and manage secure links to notarized documents belonging to this customer.
3. Creating New Customers (/customers/new)
Add new client records to your database:
- Client info input — Provide first name, last name, email, phone, and company/business associations.
- Default configurations — Automatically assign default tax rates or billing preferences to new profiles.
Open these pages in Notary Central
- https://app.notarycentral.org/customers
- https://app.notarycentral.org/customers/[customerId]
- https://app.notarycentral.org/customers/[customerId]/appts
- https://app.notarycentral.org/customers/[customerId]/appts-filters
- https://app.notarycentral.org/customers/[customerId]/edit
- https://app.notarycentral.org/customers/[customerId]/notarized-docs
- https://app.notarycentral.org/customers/new