Customer Profiles
Each customer has a detailed profile showing their booking history, preferences, and relationship with your business.
Profile Overview
Click any customer to view their profile. The profile page includes:
Contact Info
Name, email, phone, and address details
Quick Stats
Total bookings, revenue, and last visit
Booking History
Complete list of past and upcoming appointments
Notes & Tags
Internal notes and category tags
Customer Statistics
Each profile shows key metrics at a glance:
- Total bookings – Number of appointments (completed and upcoming)
- Total spent – Lifetime revenue from this customer
- Average spend – Mean value per booking
- First booking – When they became a customer
- Last booking – Most recent appointment
- No-show rate – Percentage of missed appointments
VIP customers
Use these stats to identify your best customers. Consider tagging high-value customers as "VIP" for special treatment.
Booking History
The booking history tab shows all appointments for this customer:
Viewing History
- Sorted by date (newest first by default)
- Filter by status (completed, cancelled, no-show)
- Search within history
- Click any booking to view full details
History Details
Each booking entry shows:
- Date and time
- Service booked
- Status (completed, cancelled, etc.)
- Amount paid
- Staff member (if assigned)
Favorite Services
See what services this customer books most:
- Most booked services listed in order
- Frequency of each service
- Average time between bookings
Use this to make personalized recommendations or remind customers when they're due for their regular service.
Payment History
Track all financial transactions with a customer:
- Payments received
- Outstanding invoices
- Refunds issued
- Payment methods used
Outstanding balance
If a customer has unpaid invoices, you'll see an "Outstanding Balance" alert on their profile.
Activity Timeline
The timeline shows all activity related to this customer:
- Bookings created and modified
- Emails sent and opened
- Notes added by staff
- Status changes
- Payments and invoices
Quick Actions
From the customer profile, you can quickly:
- Create Booking – Book a new appointment for them
- Send Email – Send a message directly
- Create Invoice – Generate an invoice
- Add Note – Record internal notes
- Edit Profile – Update their information
Custom Fields
Add custom data fields specific to your business:
- Go to Settings → Custom Fields
- Click Add Field
- Choose field type (text, number, date, dropdown, etc.)
- Name your field
- Save – the field now appears on all customer profiles
Example Custom Fields
- Birthday (for special offers)
- Preferred staff member
- Allergies or medical notes
- Referral source
- Membership type