Customer cards

Everyone who books with you or buys from you has a card in Customers. Customers book online without an account; their card is created the first time they book.

Add a customer

1. In Customers, choose Add customer.
2. Enter their First name, Last name, Phone and Email. Address, date of birth and who referred them are optional.
3. Choose Create customer.

The customer card

• Timeline — upcoming and past appointments and sales, newest first. Filter by Appointments or Sales.
• Notes — write a note at the top of the timeline, and attach photos or PDFs to it. Only your staff see notes.
• Memberships & Packages — what the customer has bought and what’s left.
• Calls — calls and texts with them, once a phone system is connected.

Choose the pencil at the top right to edit their details and messaging preferences.