It keeps contact details, history, and preferences organised automatically. Open Customers →
Access
Go to MAIN → Customers in the left menu.Why It Matters
- Keep records automatically — Every client who books is added to your customer list, including their contact information and booking history.
- Deliver personal service — View past visits, preferences, and notes at a glance.
- Understand your audience — Filter by tags, total spent, or last booking date to identify loyal or returning clients.
Core Features
Customer Directory
A searchable table of all clients, showing names, emails, phone numbers, total bookings, spend, and last booking date.You can sort, filter, and export the list as a CSV file.
Profiles and History
Click any customer to open their profile and see:- Contact details
- Booking and payment history
- Tags, notes, and custom fields
Tags and Labels
Create custom tags (e.g., “VIP,” “Student,” “Corporate”) to group and filter customers.Tags appear across the system for quick recognition.
Internal Notes
Add private notes visible only to your team — for example, dietary preferences or personal details relevant to service.Communication and Payments
Each profile includes email communication history and all completed payments for easy reference.Status Management
Mark customers as Active, Inactive, or Archived to control their booking access and visibility.Custom Fields
Add extra fields — such as birthdays, membership numbers, or preferences — as text, dropdown, or date fields.Step-by-Step
- Open MAIN → Customers.
- Search or filter by name, contact details, tag, or booking data.
- Select a customer to open their profile and review booking and payment history.
- Add tags or notes to personalise service and remember key details.
- Update status if you need to pause or archive a customer.
- Export your customer list as a CSV file for reports or marketing tools.
Notes
- Profiles are created automatically after a booking or manual entry.
- Deactivating a customer prevents new bookings but keeps history intact.
- Exported data follows your account’s privacy and GDPR settings.
The Customers module helps you understand the people behind your bookings — giving every client a name, a story, and a history you can build on.