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.

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 in your settings; 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 permanently removes them and their history, and can’t be undone. Both adding and deleting customers require the customers permission.

Export your data

Your data is yours — you can download it as CSV files at any time from Settings → Business Info → Export your data:

• Customers — names, contact details, marketing opt-in, and loyalty points balance. 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.

You only see the export buttons your permissions allow, and appointment and transaction exports include only the branches you have access to.