Where can I find my customers?
You can find, create, and edit customer details in the main menu under Customers > Customers. The customer overview shows all customers that have been created in the system.
Using the search icon in the top-right corner of the customer system, you can search for specific customers.
How can I add a customer?
You can add/create a customer in several ways:
Click “Add customer” in the top-right corner of the customer overview screen
Via an online appointment: customers who book through the online widget
By manually adding an appointment in the calendar
For a walk-in customer, by adding an email address
By importing customers via Settings > Import data > Import customers
What information is required to add a customer?
As a salon, you can decide which information (in addition to the name) is required when creating a new customer.
This can be configured (via the company account) under Settings > Customers.
Here, you can specify whether a phone number and/or email address should be mandatory fields.
When you enable these settings, the employee will see which fields are required when creating a new customer (via the calendar, an appointment, or the customers page), indicated by the label “Required.”
If a required field is not completed, the employee will receive an error message stating that the field is mandatory.
How can I edit a customer?
Customer details can be edited in two different places in the software:
Customer profile:
Go to Customers > Customers and click on a specific customer to open their customer profile.
The details are displayed immediately. On the left-hand side, you can edit the customer’s profile.
Appointment:
When you open a customer’s appointment, you will immediately see an overview of the customer details.
From here, you can edit and/or add information directly within the appointment.
You can also quickly navigate to the customer profile on the Customers page from here.
How can I merge customers?
To merge two or more customers, go to the Customer overview (Customers > Customers) and click “Make selection.”
Then select the customers you want to merge and click “Join” at the top.
In the pop-up, you can choose which customer profile should be used as the primary customer.
