Manage customer records

Add a customer

Customers who book online are added automatically. To add someone yourself:

1. 1Step 1: Open Customers.
2. 2Step 2: Fill in Name, plus Email and Phone if you have them.
3. 3Step 3: Click Add.

Tip: You can also add a new customer while booking. See Book an appointment for a customer.

Find and edit

1. 1Step 1: Search by name, email or phone. You can also press Ctrl K anywhere and type their name.
2. 2Step 2: Click the pencil next to a customer to change their name, email or phone, then click Save changes.
3. 3Step 3: Click their name to open their record. It shows their Appointments (Upcoming and Past), Notes, packages, memberships and completed forms.
4. 4Step 4: On their record, click Edit to change their details, type in Notes and save, or click Book appointment to book them in.

Sell a package to a customer

Take the payment at the counter as normal; the sale is recorded in Sales. Their next eligible booking uses the package automatically.

1. 1Step 1: Open the customer's record.
2. 2Step 2: Under Packages & memberships, click Sell a package.
3. 3Step 3: Choose the Package and click Sell.

Delete or erase a customer

Owners and admins only.

• Delete (bin icon on the list) removes a customer who has never had an appointment.
• For anyone with appointments, open their record and use Erase personal data under Data protection. Type ERASE to confirm. Their details are removed, but the bookings and sales stay in your records without their name.
• If a customer asks what you hold about them, use Export their data on the same card.

Good to know: Erasing cannot be undone. Export their data first if they asked for a copy.