The Customers screen lists everyone who has booked with you. A customer card is created automatically after the first booking and collects the visit history, form answers, notes and tags. Use it to find a customer quickly, see who comes back and who misses visits, and keep the data clean.
Open it from the sidebar: Booking → Customers. It is part of online booking — if you don't see the Booking section, ask your account manager.
Filters
| Filter | What it does |
|---|---|
| Search | Find by name, phone or email. |
| Status | New, Returning or Blocked. |
| Tags | Customers with the selected tags. |
| Last visit | Any time, Last 30 days, Last 90 days, Last 6 months or Never visited. |
| Min visits / Min no-shows | Customers with at least this many visits or no-shows. |
| Consent | Customers who agreed to messages by Email or Telegram, or No consent. |
| Upcoming booking | Customers with or without a future booking. |
| Sort | Recent visit, Name, Visits or No-shows. |
Customer list
| Column | What it shows |
|---|---|
| Name | The customer's name. Click it to open the card. |
| Phone | Phone number. |
| Status | New, Returning or Blocked. |
| Visits | Number of visits. |
| No-shows | Number of missed bookings. |
| Last visit / Next visit | Dates of the last and the next booking. |
Select customers with the checkboxes to tag them in bulk: type a Tag name and click Add tag.
Possible duplicates
The panel on the right lists customers who are probably the same person — for example the same phone number written in a different format. Click Merge to combine them into one card.
Customer card
The header shows the customer's details and consents (Email, Telegram, SMS), with Export data and Delete customer actions. The tabs:
- Visits — Upcoming and Past visits.
- Forms — answers to intake forms.
- Notes — internal notes for your team. Click Add a note to write one.
- History — changes to the card.
If the customer entered different details when booking (for example a new phone number), a banner shows Current and Suggested values. Click Apply to update the card or Dismiss to keep it as it is.
Exporting and deleting customer data
- Export data downloads everything stored about the customer — useful when a customer asks for a copy of their data.
- Delete customer removes the card, its bookings and its form answers. To confirm, type the customer's name. This cannot be undone.