Managing customers

Every person you book becomes a customer, whether your team books them or they book themselves on your booking page. Open Customers in the sidebar, under People, to see them all.

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Adding a customer

The customer form has these fields:

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Finding a customer

The search box on the Customers page finds customers by name, email or phone number. The list shows each customer’s name, email, phone and address, 10 at a time. Click Load more to see more. You can also find customers from the global search in the top bar.

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The customer page

Click a customer to open their page. It is laid out around what to read before they arrive.

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Header

The header shows the profile photo, the name, and a line such as “Customer since 3 March 2025, 12 visits”. The phone number and email are links that start a call or an email. Use Edit to change the details and New appointment to book them. To add or change the profile photo, click the photo. Pick an image file under 5 MB.

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Before you start

Before you start lists the customer fields pinned to the profile, right under the header. It only appears when a pinned field has a value. Fields are pinned by the starter packs, such as Allergies.

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Summary

The summary shows four facts:

• Next appointment: the day and time of their next booking, or Nothing booked.
• Last visit: when they last came in.
• Visits: how many appointments they came to, with their no-shows and cancellations underneath.
• Suggested next visit: the value of the appointment field with the slug next-visit from the latest completed appointment where that field applies. A field limited to some services is skipped on appointments that have none of them. If that appointment left the field empty, or the field doesn’t exist, it shows No suggestion. Some starter packs add this field.

To record a no-show, open the appointment after it has started and use Mark no-show. You can undo it from the same place.

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Appointments

Upcoming lists the next five appointments, with any photos already added to them. Show more loads more, up to 100. Past visits is a timeline of the appointments they came to. Each visit shows its services, the appointment custom fields recorded at it and its photos. Show more loads older visits. If an appointment belongs to a series, the row says which session or step it is.

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Side panel

• Active series: the customer’s series and their progress.
• Photos: every photo added to the customer’s appointments, up to today, and to their series, grouped by month. Click a photo to open it in the viewer and move through the rest. Add photos from an appointment.
• Notes: your team’s notes. Use Add a note when there are none.
• Details: the address, whether the customer has a user account, and the customer fields that have a value.
• Tracking: a quick entry form for the customer’s tracking metrics, and History and charts for the full records page. When no metrics are chosen yet, click Choose metrics.

What you see depends on your role. Without access to appointments, the page has no summary, appointments, series or photos. The Tracking section needs access to tracking.

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Deleting a customer

Click Edit on the customer page, then Delete, and confirm. You need permission to remove customers.

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In the mobile app

The customer screen shows the customer’s details, attendance, appointments, series, photos, custom fields and tracking records. You can add, edit and delete customers there too. Before you start and changing the profile photo are on the web dashboard.