Customers: list, profile, tags, notes, photos

Add or find a customer

1. Open Customers & members → Customers. Search by phone (any format) or name.
2. Press New customer, enter Name, Phone and optional email, birthday, allergy notes, referrer and consents. Save.
3. Customers are also created automatically when you book or check out a new person.
4. To bring in many customers from an old system, use the Import button (see "Import customers").

The customer profile

1. Click a customer to open the profile. Tabs: Overview, Visits, Credit, Packages, Points & vouchers, Photos, Notes.
2. Edit changes contact details, birthday, Allergy / medical (shown as a warning at checkout and on bookings), tier, dedicated team member and consents.
3. Appointment messages and Marketing messages are separate. Marketing messages are only sent with consent; a customer who replied STOP is shown as opted out.
4. Tier: the list shows the tiers you set up in Membership & points, with the customer's current (automatic) tier. To give a different tier choose Set by hand (overrides automatic), enter a reason and the date until when it applies — after that the automatic rules take over again. With no tiers yet the form shows No member tiers set up yet → Set up.

Tags, notes and photos

1. Manage tags on the customer list creates tags with a colour; add tags in the profile.
2. In Notes press Add note; notes can be pinned to the top.
3. In Photos press Add photo. Each photo has its own consent; only "public" photos may be used on the website.