Your customer list (CRM)
Every customer, their visit history, and your notes — kept up to date automatically.
Customers (under Run the day) is your living customer database — built for you, automatically, every time someone books.
What you'll find
- A searchable list of everyone who's booked you.
- Each customer's visit history, contact details, and any notes you add.
- Trade-specific details where relevant — a groomer's pet records, an auto shop's vehicles.
Working with a customer
Open a profile
Click a customer to see their full history and details.
Add notes
Record preferences and specifics so every visit feels personal.
Rebook for them
Start a new booking straight from their profile — handy for phone regulars. See Creating a booking manually.
Customers can also help themselves through the customer portal — viewing history and rebooking without calling you.
Privacy
You can archive a customer (hide them without losing history) or permanently delete their data to honor a privacy request. Your privacy policy explains to customers how their data is handled.
Related
Email campaigns
Reach segments of your customer list.
The customer portal
Let customers manage themselves.