Highlights
The customer page shows the info and the booking history of each customer
You have search and export functionalities
You can create new bookings directly from the customer page
List Customers
All your customers, regardless of created by you or by online bookings are listed here
You can search with name, email and phone number
Click on a customer to view the details
You can click "+ New" to create a new customer, email or full name fields are mandatory. You can create a customer with a name.
Emails (not phone numbers or names) are the unique identifiers of the customers. Bookings made with the same email are merged into the same customer.
You can export your list of customers
Customer Detail
View customer information and addresses (if applicable) here.
Pencil (Edit) icons allow you to update these fields.
Customers can have only one address.
All bookings of the customer are listed in the Bookings section.
If you click New Booking or New Repeating Appointment buttons, you can create without having to choose the customer later.
Cancelled bookings show a badge to indicate they are canceled.
The page shows if there are active repeating appointments. See more details on repeating appointments.
Customer Create/Edit
Can create new customers, or edit existing customers
If you edit a customer, the details on the existing bookings won't change. Information on the bookings is saved as a snapshot.
The tax registration number is only relevant if you activated invoicing for your account
