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Customer Information

Learn how to view and edit customer contact information, including names, phone numbers, email addresses, and newsletter preferences.

Overview​

The Customer Information section allows you to manage all the basic details about your customers. Since customers are automatically created when they book an appointment, you'll typically use this section to update their information, correct any errors, or add missing details.

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 with the information they provide
  • Their name, email, and phone number (if provided) are saved
  • You can then view and edit their information in the Customers section

Viewing Customer Information​

Accessing Customer Details​

  1. Navigate to the Customers section in your main menu
  2. Click on a customer's name in the list (it's a clickable link)
  3. Or click the "View" button next to the customer
  4. You'll see the customer detail page with the Customer Information tab open by default

Customer Information Tab​

On the Customer Information tab, you'll see the following fields:

Display Name​

  • Required: No
  • How the customer's name appears throughout the system
  • If left blank, the display name will be created automatically from firstname and lastname
  • Tip: Use this for preferred names or nicknames

Firstname​

  • Required: Yes
  • The customer's first name
  • Used for identification and system records

Lastname​

  • Required: No
  • The customer's last name
  • Combined with firstname to create the full name

Phone​

  • Required: No
  • Customer's phone number
  • Used for contact and appointment reminders
  • Tip: Keep phone numbers up to date for important communications

Email​

  • Required: No
  • Customer's email address
  • Used for:
    • Appointment confirmations
    • Email communications
    • Newsletter (if subscribed)
  • Tip: Always verify email addresses are correct for reliable communication

Newsletter Subscription​

  • Required: No
  • Toggle this on/off to control newsletter subscription
  • When enabled, the customer will receive marketing emails and newsletters
  • When disabled, the customer won't receive marketing communications
  • Tip: Respect customer preferences and privacy regulations

Editing Customer Information​

Updating Customer Details​

  1. Open the customer you want to edit
  2. Navigate to the Customer Information tab (should be open by default)
  3. Modify any fields as needed:
    • Display Name
    • Firstname
    • Lastname
    • Phone
    • Email
    • Newsletter subscription (toggle on/off)
  4. Click Save to apply your changes

Note: Changes are saved immediately when you click Save.

When to Update Customer Information​

You may need to update customer information when:

  • A customer provides updated contact details
  • You notice incorrect information that needs correction
  • A customer requests changes to their profile
  • Contact information needs to be added (if it was missing from the original booking)

Customer Sidebar Information​

When viewing a customer, you'll see a sidebar on the left with:

Created Date​

  • Shows when the customer profile was created
  • This is typically when they made their first booking

Number of Appointments​

  • Displays the total count of appointments for this customer
  • Helps you see how often they visit

Notes Summary​

  • Shows the first 5 customer notes (if any exist)
  • Displays a preview of each note
  • Shows "And X more..." if there are additional notes
  • Click on the Notes tab to see all notes

Best Practices​

Contact Information​

  • Keep customer contact details up to date
  • Verify email addresses are correct and active
  • Include phone numbers for urgent communications
  • Update information when customers provide new details

Display Names​

  • Use customer-friendly names
  • Respect customer preferences for how they want to be addressed
  • Keep names consistent across the system

Newsletter Management​

  • Only subscribe customers who have opted in
  • Respect unsubscribe requests immediately
  • Keep subscription status current
  • Comply with privacy regulations (GDPR, etc.)

Data Accuracy​

  • Regularly review and update customer information
  • Correct any errors you notice
  • Add missing information when available
  • Keep records current for better customer service