Skip to main content
Maintain comprehensive customer records, track engagement, and build lasting relationships with your clients.

​
Customer Database

Your centralized customer directory provides quick access to all client information: Customer Database

​
Customer List Features

  • Searchable table: Find customers quickly by name
  • Booking statistics: See total bookings and cancellations at a glance
  • Status indicators: Identify blacklisted or merchant-added customers
  • Quick actions: Edit, view details, or manage customer records

​
Customer Types

Customers who created an account through your booking app:
  • Full profile information
  • Email and phone verified
  • Can make their own bookings
  • Receive booking confirmations and reminders
  • Cannot be deleted (only blacklisted)

​
Customer Profiles

Access detailed customer information and history:

Contact Information

  • First and last name
  • Email address
  • Phone number
  • Birthday (for special occasion reminders)

Booking Statistics

  • Total completed bookings
  • Upcoming appointments
  • Cancellation history
  • Last visit date

​
Customer Details Page

Customer Profile Each customer profile displays:
  • Avatar: Auto-generated from initials
  • Name: Full name with status badges
  • Last Visited: Most recent completed appointment
  • Contact Details: Email, phone, birthday
  • Notes: Your internal notes about the customer
Visual breakdown showing:
  • Total bookings count
  • Upcoming appointments
  • Cancellations by customer
  • Interactive donut chart of booking distribution
Complete chronological list of all bookings:
  • Service name and date
  • Booking status (completed, upcoming, cancelled)
  • Price and duration
  • Customer and merchant notes
  • Expandable details for each booking
Pagination controls for customers with extensive history.

​
Creating Customers

Add new customers to your database:
1

Navigate to Customers

Click “Customers” in the sidebar
2

Click New Customer

Select the “New” button in the customers view
3

Enter Information

Fill in customer details:
  • First name (required)
  • Last name (required)
  • Email (optional)
  • Phone number (optional)
  • Birthday (optional)
  • Notes (optional)
4

Save

Customer is added to your database and available for booking

​
Editing Customers

All customer types can be edited. Registered customers can only have notes modified by merchants.
Update customer information:
  1. Click the edit icon from the customer list or profile
  2. Modify any editable fields
  3. Save changes
Changes immediately reflect across all bookings and views.

​
Customer Notes

Maintain internal notes about your customers:

Private Notes

Notes are visible only to you and your team, never to customers.

Use Cases

  • Preferences and requests
  • Allergies or special needs
  • Communication history
  • Service recommendations
Notes display on:
  • Customer profile page
  • Booking creation screen
  • Calendar booking details

​
Blacklist Management

Blacklisting prevents customers from creating new bookings through the customer app.

​
Blacklisting Customers

Restrict problematic customers from booking:
1

Open Customer Menu

Click the three-dots menu on the customer profile
2

Select Blacklist

Choose “Blacklist Customer” option
3

Provide Reason

Enter a reason for the blacklist (required for your records)
4

Confirm

Customer is immediately blacklisted

​
Effects of Blacklisting

  • Customer cannot create new bookings through the app
  • Existing bookings remain active
  • Customer still appears in your database
  • Marked with red “Blacklisted” badge
  • You can still create bookings for them manually

​
Removing from Blacklist

  1. Open blacklisted customer’s profile
  2. Click three-dots menu
  3. Select “Unban customer”
  4. Customer can immediately book again
The original blacklist reason is preserved in the customer record.

​
Viewing Blacklisted Customers

Access your blacklist:
  1. Navigate to Customers page
  2. Click the “Blacklist” tab
  3. View all blacklisted customers with reasons

​
Transferring Bookings

Only available for merchant-added customers with existing bookings.
Consolidate duplicate customer records:
  • Discovered duplicate customer entries
  • Customer requests profile consolidation
  • Correcting data entry errors
  • Merging temporary and permanent profiles

​
Deleting Customers

Only merchant-added customers without bookings can be deleted. Registered customers cannot be deleted.
Delete a customer:
  1. Ensure customer has no bookings (or transfer them first)
  2. Click three-dots menu on customer profile
  3. Select “Delete Customer”
  4. Confirm deletion
Deletion is permanent and cannot be undone. Consider blacklisting instead if you might need the record later.
Find customers quickly:

In Customer List

Use the search box to filter by name in real-time

In Booking Creation

Search and select customers when creating bookings

​
Customer Insights

Understand customer engagement:
The booking history chart shows:
  • Distribution of completed vs upcoming bookings
  • Cancellation rate
  • Engagement trends
Track:
  • Total revenue from customer (via completed bookings)
  • Average booking value
  • Frequency of visits
  • Customer lifetime value

​
Participant Management

For group class bookings:
  • View all participants enrolled in a class
  • Add or remove individual participants
  • See participant contact information
  • Track class capacity
When a customer is removed from a group booking, they remain in your customer database.

​
Customer Calendar View

When creating bookings in the calendar, access:
  • Searchable customer selector
  • Recent customers list
  • Customer profile preview
  • Quick customer creation

​
Privacy & Data

Data Ownership

All customer data belongs to your business and is stored securely.

Customer Access

Registered customers can view and update their own profiles through the booking app.

​
Next Steps

Create Booking

Schedule appointments for customers

View Calendar

See customer bookings in context

Configure Services

Set up services customers can book

Build docs developers (and LLMs) love

Get started for freeTalk to us