This article covers the most frequently asked questions regarding the customer database, its features, and the notifications that can be sent to customers. We also show where you can find the answers.
Q: How can I merge customers?
A: Go to Customers/Clients and search by name. Do not click the customer yet. Then, in the top right, click “Select” and check both customers you want to merge. Next, click “Merge” in the top right.
Select the primary customer (with the correct email address) and merge them, as shown in the screenshot below:
Q: How can we remove customers from the system if, for example, they are duplicated?
A: The better approach is to merge the customers.
Go to Customers/Clients and search by name. Do not click the customer yet. Then, in the top right, click “Select” and check both customers. Next, click “Merge” in the top right.
Select the primary customer (with the correct email address) and merge them, as shown in the screenshot above.
Q: How can I delete a customer?
A: Go to Customers, click “Select” in the top right, choose the correct customer, and then click “Inactive” in the top right, as shown below.
⚠️ Important: This does not permanently delete the customer.
To completely remove a customer and all their data:
Mark the customer as Inactive.
Go to the Inactive list, select the customer.
Delete all their data, enter a single period (.) in the required field, and save.
The customer is now permanently removed from the system.
Q: Can I block customers / put them on a blacklist for online bookings?
A: Yes, this is possible using our Blacklist feature.
This feature allows you to add customers to a list to deny them access. Customers on the blacklist will not be able to book appointments online without contacting your salon.
To add a customer to the blacklist:
Go to Customers > Customers
Click Select, choose the customer, then click “Blacklist”
Save your changes
Q: Can we send an email to remind customers that it’s time for an appointment?
A: Yes, this is possible via Settings > Notifications > Automatic Trigger.
You can specify the number of weeks between reminders.
⚠️ Note: Only the specified intervals are available. This reminder applies to the entire customer database and cannot be customized per individual customer.
Below is where you can find this setting:
Q: What is the difference between a customer note and an appointment note?
A: A customer note is specific to a customer and applies to all appointments. It does not delete itself automatically—for example, if a customer has an allergy.
An appointment note is specific to a single appointment, for example: “arrives 5 minutes late.”
Q: When we create a note for a customer, do they see it?
A: No, customers cannot see customer notes.
Q: Verification codes—how does it work?
A: Verification codes provide an extra layer of control for bookings, ensuring a double check when a customer wants to make an appointment.
The customer fills in all information in the booking widget.
They receive an email with a verification code.
Only after entering the correct code will the customer receive the confirmation email.
This feature can be activated via:
Settings > Online Bookings > Online Booking Settings and Embed Code > Enable Booking Verification
Make sure “Send Booking Verification via” is set to Email, as shown in the screenshot below.
This feature is designed to prevent incorrect or fraudulent bookings.
Have any more questions? Please contact the Aimy team.