A customer's profile

Every customer has one page. It starts on their name and what to know about them, then lists what is coming up and what has happened.

How to open it

Open Customers and choose a name, or search by name, email or phone number. You can also choose the customer's name at the top of a booking panel on the Calendar.

What is on the page

• Coming up. Their next bookings. A new customer with nothing booked sees "Nothing booked", with an invitation to book their first visit.

• Visits. Everything they have booked, newest first, with what they had, who with and how it ended. Older visits fold away behind a link such as Show 3 older visits.

• Activity. What has happened on their account, such as bookings, payments and changes your team made. It is shown to owners and admins. Show everything lists every entry, and See older activity in Analytics goes further back.

• Details. Their phone, email and address, how they book, whether a card is on file, whether they are on your mailing list, who else they book for and when they became a customer.

• Notes. For your team only. Choose Change to edit them.

• Packages and gift cards. What they hold. Owners, admins and managers can choose Give credits.

On a computer the page is one view with Details beside it. On a phone, Visits, Activity and Details are three tabs.

Change or add to a customer

Choose Edit details to change their first name, last name, email or phone, then save. To book them, choose Book again, or Book a visit for a customer with no visits. It opens the new booking form with their usual service and person filled in.

The menu marked "More actions for" and the customer's name holds the rest:

• Block this customer stops them booking online or paying a deposit online. Your team can still book for them by hand. Enter a reason, which is kept in their Activity with your name. Choose Unblock on the notice to undo it.

• Anonymize this customer removes their personal details for good. See Remove a customer's personal details.

What each role sees

Owners, admins and managers open any customer. Only owners and admins see money figures and Activity. Managers can edit, block and add notes, but not anonymize.

Staff open only customers they have served. They see a limited page called "Your visits with" the customer's first name: masked contact details, only their own visits with that customer, and the notes. A line says "Full contact details and visits with the rest of the team are kept for owners, admins and managers." Anyone else gets a page not found.