How to Manage Customer Profiles

Customer profiles store your clients' names, contact info, notes, and notification preferences. They're created automatically when a client books or checks in, and you can edit them anytime.

View your customers

Click Customers in the top navigation (visible to managers and admins). You'll see a list of all your customers with their name, contact info, status, and notification settings.

Use the search bar to find a customer by name, email, or phone. Filter by status: All, Active, Inactive, or Deleted.

Add a customer

Customers are usually created automatically when they book an appointment or check in as a walk-in. To add one manually:

1. Go to the Calendar
2. Click the + button (bottom-right) and choose Add Customer
3. Enter their name, email, phone, and any notes
4. Choose notification preferences (email and SMS)
5. Click Create Customer

The system checks for duplicates as you type — if a customer with the same name or email already exists, you'll see a warning.

Edit a customer

1. Go to Customers
2. Click Edit on the customer you want to change (or click anywhere on their row)
3. The edit panel opens on the right with these fields:
   • Name — the customer's full name
   • Email — used for booking confirmations and receipts
   • Phone — used for SMS reminders
   • Notes — free-text notes about this customer (allergies, preferences, etc.)
4. Under Preferences, you can toggle:
   • Email notifications — on/off
   • SMS notifications — on/off
   • Active (can be booked) — toggle off to prevent new bookings for this customer
5. Click Save

Customer notes

The Notes field on the customer profile is a free-text area where you can store anything useful — favorite polish brand, skin sensitivities, preferred nail shape, conversation topics, or special requests.

These notes stay on the customer's profile and are visible whenever you open their record. They're separate from booking-level notes (Customer Notes and Internal Notes on individual appointments).

View a customer's booking history

To see a specific customer's past appointments:

1. Go to Booking History (under the Insights menu)
2. Type the customer's name or email in the Search Customer field
3. Filter by date range, status, service, or provider as needed

Delete and restore customers

Click Delete on a customer to soft-delete them. Their historical bookings are preserved — only new bookings are prevented.

To restore a deleted customer:

1. On the Customers page, change the status filter to Deleted
2. Find the customer and click Restore

Bulk actions

Select multiple customers using the checkboxes, then use Delete Selected or Restore Selected to act on them all at once.