Adding a single customer to the Customer database
- From the Menu go to Customers.
- At the bottom of the screen, select the "New customer" button.
- Fill in the required information marked in red:
- Enter the customer’s first name, last name, mobile number (home number is optional) and email address
- Note: A mobile number and email address is mandatory if you want to send appointment reminder and other types of marketing communications.
- Optionally, fill in any other relevant information about the client, including what kinds of communications they are eligible to receive.
- Display image: Here you can upload a picture of your customer.
- Alert message: Used to display important information, visible on every appointment (e.g. allergies).
- Tax exempt: Automatically removes tax on products and services at Point of Sale for this customer.
- Accept medical data storage: Customer consents to having their medical data (e.g. history, alert and visit notes) stored in your database.
- Privacy policy: For more information about your data privacy policy see our help article.
- Scroll back up to the top to ensure all mandatory fields are completed and that the client Status is set to "Active".
- Select “Done” to save your changes.
- Clients may not appear on the left-hand side immediately after saving, but they are added to the database. To verify the client has been added, you can search for them using the search function.
Adding a single customer via the Appointment Book
- Navigate to the relevant day in the Appointment Book.
- Click on an available time slot.
- A booking wizard will appear. Select "New customer" at the bottom of the screen.
- Input the customer’s information (mandatory fields in red).
- Click on "Save" to add the customer to the database.
- From here you can continue booking the customer’s appointment or exit.
Deactivate a customer
- Deactivate a customer to:
- Exclude them from receiving blast marketing emails and SMS.
- Remove them for being displayed in your customer database without losing their history and details.
- Note: you can reactivate a customer at any time in the future.
- To remove multiple non-returning customers after a specific time period see the Data privacy policy article.
- From the Menu go to Customers.
- Change “Status” to Inactive.
- Press “Done” to save changes.
Reactivate a Customer
- From the Menu go to Customers.
- Next to the search box click on the filter icon and select the “Inactive” checkbox.
- Search for the customer's name.
- Deactivated customers will appear with a hashed pattern - select the customer’s name
- Change the “Status” toggle to Active.
- Press “Done” to save changes.
- Refresh the screen. The customer will now be searchable and bookable in the Appointment Book and customer database.
Delete a single customer from your customer list
⚠️ Once you delete a customer, their details will be lost!
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- From the Menu go to Customers.
- Input the customer's name in the search box.
- Select the “Delete customer” icon.