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Customers

Learn how to manage customer profiles, view their booking history, add notes, and communicate with your customers.

Overview​

The Customers module helps you manage all your customer relationships. Since customers are automatically created when they book appointments, you'll primarily use this section to view customer information, update their details, add notes, and track their history with your business.

How Customers Are Created​

Important: Customers are automatically created when they book an appointment through your booking system. You don't need to manually create customer profiles.

When a customer books an appointment:

  • A customer profile is automatically created
  • Their name, email, and phone number (if provided) are saved
  • You can then view and manage their profile

Getting Started​

To get started with customer management:

  1. View Customer Information - Learn how to view and edit customer contact details
  2. Manage Customer Notes - Add, edit, and organize notes for better customer service
  3. View Customer Summaries - See booking history and invoices
  4. Manage Customers - Learn how to search, view, edit, and delete customers

Key Features​

Customer Profiles​

  • Automatically created when customers book appointments
  • Complete contact information (name, phone, email)
  • Newsletter subscription management
  • Customer creation date and appointment count

Customer Notes​

  • Add unlimited notes to customer profiles
  • Organize notes by dragging and dropping
  • Edit and delete notes as needed
  • Track preferences, allergies, and important information

Customer History​

  • View all online booking requests
  • See complete invoice history
  • Track appointment frequency
  • Monitor customer engagement

Communication​

  • Send emails directly to customers
  • Manage newsletter subscriptions
  • Keep contact information up to date

Documentation Guide​

  • Calendar - Learn about appointment management
  • Finance - Learn more about invoices and financial management