Customer management

Every customer's record on a single page

Profiles are created automatically when customers book. Visits, spend, points, and no-shows sit on one page. Notes can include photos, ready to check before the next service, even when a different staff member serves the customer.

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Created as soon as a customer books: Automatic profiles
Add photos to notes and service records: Photo records
Switch between new, birthday, and lapsed customers in one click: Segments
Add, deduct, and pay with points in one place: Points

01 Customer profiles

Created automatically at booking, or imported from your existing list

A customer profile is created automatically on their first booking. You can also add one manually in the dashboard or import an existing list by CSV. If a customer in your list already has the same phone number, importing updates the existing profile.

Created automatically at booking
CSV import, matched by phone number
Name, phone, email, birthday, gender
List filtering and CSV export

The customer list shows next appointment, last visit, visits, amount billed, and tags. The bar at the top switches between New, Birthdays, Lapsed, and other segments, and you can save your own filters as a segment.

02 Notes & tags

Keep preferences and formulas in notes

Each customer has a note field that can include images, and each appointment can have its own service record with photos. Set your own tag names and colors to sort customers into regulars, VIPs, or any category you need.

Customer notes can include images
Service record for each appointment
Custom tag names and colors
Add or remove tags in bulk

Customer notes can include photos, and each appointment has its own service record with photos (illustration).

03 Overview & points

Next appointment, visits, and points at a glance

The customer overview shows the next appointment, points balance, last visit, average days between visits, and completed visits, along with no-show and cancellation counts. You add or deduct points, and every change is logged. Customers can pay with points at checkout.

Next appointment
Last visit and average return interval
Points balance and transaction history
No-show and cancellation counts

The customer overview: next appointment, points balance, last visit, average return interval, and completed visits.

04 At a glance

Key features,
all in one place

Ready from day one. Everything’s included in the plan, with no add-ons.

Profiles: Created automatically when customers book, or added by hand.
Import & export: Import existing lists by CSV and export your customer list.
List tabs: Switch between new, active, birthday, lapsed, and other lists in one click.
Tags: Custom names and colors, added or removed in bulk.
Notes & service records: Add photos to notes and to each appointment's service record.
Points: Add, deduct, and use points at checkout, with every change logged.
Permissions: Customer data is shown by role.

05 Industries

Industries that commonly use customer records

Hair Salon

Keep color formulas and shade numbers in the service record and mix the same color next time.

Nail Salon

Last visit's design photo is in the record, ready when a customer asks for "the same as last time".

Lash

Lash length, curl, and preferences go in the notes, ready to check before the next appointment.

Skincare & Facial

Services and products used at each visit go in the service record, ready before the next visit.

Massage

Pressure preferences and focus areas go in the notes, ready to check before each session.

Tarot Reading

Keep the last question and spread in the service record and pick up from there next time.

06 FAQ

Customer records
FAQ

Yes, by CSV. Name and phone are required, with email, gender, birthday, and notes optional. Excel or Google Sheets can both save as CSV. You can also send us the file and we'll help clean it up and import it for free.

The Owner and Admins can view and edit customer data. Members can view only the basic info and notes of customers they've served, and can't edit them.

You add or deduct points for each customer, and 1 point equals 1 unit of your currency. Every change is logged. Customers can check their points balance on the booking page and pay with points at checkout.

Tags are for categorizing only and don't affect booking. Blocking a customer stops their online bookings but doesn't affect signing in or viewing their history.

Yes. Archiving removes the customer from the list, and you can unarchive them when needed. They also return to the list automatically the next time they sign in.

Customer notes and tags appear only in the dashboard. Service records are private by default, and you can share individual records with the customer when needed. On the booking page, customers see their own appointments and points balance.

Yes. Export the customer list as CSV and open it in Excel or Google Sheets.

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Customers book on their own and notifications go out based on your settings, so you can get back to your work.