How do I handle a customer's request for a copy of their data or for deletion?

1. In GDPR requests, select New request and enter the customer’s email address or phone number. You can also select GDPR request in the customer’s record to fill in their contact details automatically.
2. Under Request type, select Data access if the customer wants a copy, or Erasure if they want their data deleted. You can record the customer’s wording in Initial note.
3. Select Create request. To get a copy of the data, open Overview, select Generate export, then Download export to save the JSON file.

Creating an erasure request opens a case for the salon to handle. Open its details to check the status, deadline and actions taken.