Daily Operations

Managing Your Customer Directory

Use this guide when staff need customer context before a visit, call, or message.

Open customers

Find the right customer

Search before creating a new profile so the business keeps one clear history for each person.

Estimated time: about 1 minute for a normal lookup.

  1. Open Customers.
  2. Search by name or phone number.
  3. Use filters for rewards, recent activity, feedback, or SMS status when needed.
  4. Open the customer profile that matches the person you are helping.
Search before creating a new profile so customer history stays in one place.

Review the customer profile

The profile gives staff context before they serve the customer.

  1. Check contact details.
  2. Review recent bookings, visits, feedback, and messages.
  3. Check loyalty progress and available rewards.
  4. Read notes that are useful for service, but keep private or sensitive details out of notes.

Update profile details

Make small updates when the customer gives you corrected information.

  1. Open the customer profile.
  2. Edit the name, phone, email, birthday, or notes if available.
  3. Save the change.
  4. Search again to confirm the updated detail helps staff find the customer later.

Choose the next action

Use the profile to decide what to do next.

  1. Use Loyalty Programs if the customer has a reward ready.
  2. Use Feedback Inbox if the customer left a low rating or private comment.
  3. Use New Booking if the customer wants a new appointment.
  4. Use Message History if the customer asks about a sent or skipped message.