Customers
Build and manage your customer database. Track booking history, add notes, and maintain strong customer relationships.
Automatic creation
Customers are automatically created when they book through your booking page. You can also add customers manually or import from a CSV.
Guides in This Section
Managing Customers
Add, edit, and organize your customer list
Customer Profiles
View booking history, preferences, and details
Import Customers
Bulk import from CSV or other systems
Notes & Tags
Organize customers with notes and tags
Customer Data You Can Track
Each customer profile in SeroBook can include:
- Contact info – Name, email, phone number
- Booking history – All past and upcoming appointments
- Total spend – Lifetime value of the customer
- Notes – Internal notes and preferences
- Tags – Categories for organization
- Custom fields – Additional data specific to your business
Customer Quick Stats
Your dashboard shows key customer metrics:
- Total customers – Your complete customer count
- New this month – Customers added recently
- Returning rate – Percentage of repeat customers
- Average spend – Mean value per customer
Customer Data Privacy
SeroBook helps you comply with data protection requirements:
- Export customer data on request
- Delete customer records when needed
- Control what information is collected
- Secure storage of personal data
See Data Privacy & GDPR for more information.