Doc Summary
Package requirement: Shop Bookings is included only with Shop Complete.
Use Customers to manage customer information within the selected provider’s booking context.
Add a customer #
- Open Booking → Customers.
- Choose Team member.
- Under Add customer, enter Name and any available Phone and Email.
- Select Add customer and wait for Saved.
Search for an existing customer first to avoid unnecessary duplicate records.
Search and review history #
Enter your search in Search customers and choose Search. Check the customer’s contact details before opening History.
The current web interface displays history in a pop-up containing record details. Close it to return to the customer list.
Save customer notes #
- Open Notes beside the correct customer.
- Enter the customer notes you want to save.
- Select Save notes.
The current notes form opens with an empty text box. Do not assume it displays existing notes or that saving automatically appends to them. Check existing information before replacing notes.
Customer notes and appointment Private notes are separate fields. Keep notes relevant to providing service.
