How to Add and Edit Client Profiles

Every client has a profile with their contact details, your notes about them, and their message settings. Clients who book online get a profile automatically. You can add others yourself and keep everyone's details up to date.

Find a client

Click Customers in the top menu. Managers and admins can see it.

1. Type a name, email or phone number in the search box.
2. Click Search. Click Clear to show everyone again.
3. Use the filter next to it to show All, Active, Inactive or Deleted clients.

Each row shows the client's contact details, their status, and whether Email and SMS notifications are on.

Add a new client

Clients who book on your booking page are added for you. To add someone by hand, like a phone booking or a regular who never books online:

1. Open the Calendar and tap the + button.
2. Choose Add Customer.
3. Enter their Customer name, Email and Phone.
4. Add any Notes.
5. Under Notifications, choose Email notifications and SMS notifications.
6. Click Create Customer.

As you type the name, SupaDay looks for clients that already match it and lists them under These customers already exist in your team:, so you don't end up with two profiles for one person.

Edit a client's details

1. On Customers, click the client's row or the Edit button.
2. The Edit Customer panel opens on the right.
3. Change the Name, Email, Phone or Notes.
4. Click Save.

The email is used for booking confirmations, and the phone number for booking texts, so keep them current.

Keep notes on a client

The Notes box is for anything your team should know before the client sits down: a color formula, a favorite nail shape, a skin or product allergy, how they like their massage pressure, or a chatty-or-quiet preference.

These notes stay on the client's profile. They're separate from the notes on a single appointment.

Tip: Put allergies and sensitivities at the start of the note so nobody misses them.

Change a client's message settings

In the Edit Customer panel, under Preferences:

Click Save when you're done.

These settings don't stop every message. The confirmation email for a new booking goes to any client with an email address, and the confirmation text goes to any client who has agreed to texts. A client who wants no more texts replies STOP. Turning off Active (can be booked) also doesn't block your booking page, so the client can still book themselves online. What gets sent, and when, is covered in booking texts and emails.

See a client's past visits

1. Open Insights and click Booking History.
2. Type the client's name or email in Search Customer.
3. Narrow it down with Status, Service, Provider, From Date and To Date if you need to.

Delete or restore a client

Click Delete on a client's row and confirm. Their past bookings are kept, and you can bring them back later.

To restore someone:

1. Set the filter to Deleted.
2. Click Restore on their row.

To act on many clients at once, tick the boxes next to them and click Delete Selected. With the Deleted filter on, that button becomes Restore Selected.