Managing Customers

Add new customers, edit existing records, and keep your customer database organized and up-to-date.

Viewing Your Customers

Access your customer list from Customers in the sidebar. The list shows:

• Customer name and contact info
• Number of bookings
• Total spent
• Last booking date
• Tags and status

Sorting and Filtering

Organize your customer list:

• Search – Find by name, email, or phone
• Sort – By name, recent booking, total spent, date added
• Filter by tags – View specific customer groups
• Filter by status – Active, inactive, VIP, etc.

Adding a New Customer

To add a customer manually:

1. Click + Add Customer at the top of the customer list
2. Fill in the customer details:
   • Name (required)
   • Email (recommended)
   • Phone
   • Address
   • Notes
3. Add any tags to categorize them
4. Click Save Customer

Editing Customer Details

To update a customer's information:

1. Click on the customer in the list to open their profile
2. Click Edit or click directly on any field
3. Make your changes
4. Click Save

Editable Fields

• Name and contact information
• Address and location
• Notes and preferences
• Tags and categories
• Custom fields (if configured)

Merging Duplicate Customers

If you have duplicate customer records:

1. Go to Customers → Tools → Find Duplicates
2. Review suggested duplicates (matched by email or phone)
3. Select which record to keep as primary
4. Click Merge
5. All bookings are transferred to the primary record

Deleting Customers

To remove a customer from your database:

1. Open the customer profile
2. Click More → Delete Customer
3. Confirm deletion

What Happens When You Delete

• Customer profile is permanently removed
• Booking history is anonymized (bookings remain but customer name is removed)
• Email and phone are deleted
• Notes and tags are removed

Bulk Actions

Manage multiple customers at once:

1. In the customer list, select customers using the checkboxes
2. Click Bulk Actions
3. Choose an action:
   • Add tag – Apply a tag to all selected
   • Remove tag – Remove a tag from all selected
   • Export – Download selected as CSV
   • Delete – Remove all selected (use with caution)

Exporting Customers

Download your customer data:

1. Go to Customers
2. Apply any filters you want
3. Click Export
4. Choose format (CSV or Excel)
5. Select fields to include
6. Download the file

Next Steps

• Explore customer profiles
• Import existing customers
• Use notes and tags