Customer records

Every customer who books with you gets a record under Customers in your admin portal. Each record holds their contact details, tags, notes, reminder preferences, any packages they own, and their full appointment history.

Find a customer

1. Open Customers from the sidebar.
2. Search by name, email, or phone in the Search by name, email, or phone box.
3. To narrow the list, pick one or more tags in Filter by Tags, then choose Apply Filters. Choose Clear to reset.
4. Select a row to open the customer’s full record.

Customers are shared across all your branches, so this list isn’t filtered by the branch you’re working in.

Add or edit a customer

1. On the Customers page, choose + New Customer. To change an existing record, open it and choose Edit customer.
2. Fill in Contact Details:
   • First Name, Last Name, Email, and Phone are required.
   • Notes is a free-text field for anything your team should know about this customer.
   • Tags — pick one or more existing tags to label the customer.
3. Optionally set Reminder Preferences to control how this customer hears from you.
4. Save. Customers who book online create their own record automatically, so you only add customers by hand for walk-ins or phone bookings.

Bringing a whole client list from another system? Don’t add them one by one — use Customers → Import to bring them in from a CSV or Excel export. See Import your clients.

Tags

Tags are colored labels you attach to customers — for example a VIP tag or a “new client” tag. They power the Filter by Tags search on the customer list.

• Add tags when creating or editing a customer, in the Tags field.
• On a customer’s record, tags appear under Customer info. Select a tag to toggle it on or off directly.

You manage the set of available tags under Settings → Tags — see Tags and statuses. The Tags field only offers tags that already exist.

The customer record

Open any customer to see:

• Profile header — name, email, phone, and the month they became a customer.
• Stats — Total appointments, This month, Cancellation rate, No-show rate, and their Favourite service. High cancellation or no-show rates are highlighted so you can spot at-risk customers at a glance.
• Customer info — the customer’s Notes and Tags.
• Reminder preferences — how this customer receives reminders and confirmations. This card only appears while customer messaging is enabled in Settings → Notifications (with the promotional opt-in shown on Pro plans).
• Packages — the customer’s prepaid packages, if packages are on your plan. See Packages.
• Appointment history — every appointment for this customer, newest first, showing the Date, Service, Stylist, and Status. Select any row to open that appointment.

Delete a customer

1. Open the customer’s record.
2. Choose Delete, then confirm.

Deleting a customer can’t be undone. Both adding and deleting customers require the customers permission.

A customer who has any appointment can’t be deleted — JustBook says so and stops, because deleting them would take that booking history with them.

When a customer is deleted, everything personal to them goes: their tags, notes, files, sign-in sessions, reminder preferences, loyalty points and any prepaid packages. Gift cards are the exception — a card keeps its balance and stays redeemable, because the value belongs to whoever holds the code, not to the account that bought it.

Export your data

Your data is yours — you can download it as CSV files at any time from the Settings → Data Export tab:

• Customers — names, contact details, tags, notes, marketing opt-in, loyalty points balance, visit count, lifetime spend, last visit, and no-show count. Requires the customers permission.
• Appointments — date, customer, stylist, service, branch, status, and payment summary. Requires the appointments permission.
• Transactions — the same full payment ledger shown on the Bookkeeping page. Requires the financials permission.
• Invoices — your invoice register: number, date, customer, status, and amounts. Requires the financials permission.
• Invoice PDFs — a ZIP of the actual invoice PDF documents, exactly as issued, for your tax records. Honours the date range. Requires the financials permission.
• Loyalty ledger — every points movement (earned, redeemed, expired, adjusted). Requires the financials permission.
• Package purchases and Package usage — who bought which package and where each use went. Requires the financials permission.
• Team roster — your team list with roles and branches. Requires the team permission.
• Uploaded files — a ZIP of every document attached to an appointment, customer, or team member that you’re allowed to see, plus a CSV listing them. Files are filed under folders named for the person or booking they belong to — Team/Marisol Reyes/contract.pdf, Customers/Camila Torres/consent.pdf, Appointments/2026-08-01 Camila Torres (BK-4F2A)/notes.pdf — so the archive is readable without cross-referencing anything. If two people share a name, their folders stay separate.
• Services & prices — your full price list, including add-ons. Requires the catalog permission.

Appointments, transactions, and invoices honour the optional date range at the top of the tab; appointments and transactions can also be limited to one branch. You only see the export buttons your permissions allow, and branch-restricted staff only get data for their branches.

Datasets tied to a plan feature (invoices, loyalty, packages) appear when the feature is on your plan — or when you have data from a plan that had it, so downgrading never locks you out of your own records.

Full account archive

With the settings permission you can also download one ZIP containing every dataset your permissions allow, plus a business-profile.json with your business details, policies, and branches — useful for backups or an accountant handover. It includes the list of uploaded files but not the files themselves — those can be large, so they have their own download that stays quick to finish.

Export one customer’s data

From a customer’s record, choose Export data to download a ZIP of everything held on that customer — profile, notification history, and (depending on your permissions) their appointments, invoices, loyalty ledger, packages, and any documents uploaded to their record. This is the file to hand over when a customer asks for a copy of their data.