Find or add a customer

Customers appear in your list the moment someone books online. You add them by hand when someone books at the desk for the first time.

Find a customer while booking

Everyone who can book, including staff, can look a customer up from the booking form.

1. Open Calendar and choose Add booking.

2. In Customer, type a name, or a full phone number or email address. Type at least 3 characters.

3. Choose the person from the results. Each shows a name with a partly hidden phone number and email address, enough to tell two people with the same name apart.

4. To pick someone else, choose Change customer.

If nothing matches, the form says "No customer matches that." If you search often, it asks you to wait a minute and try again.

Add a new customer from the booking form

1. In the booking form, choose Add a new customer.

2. Enter their First name and Last name.

3. Add a Phone number, an Email address, or both.

4. Choose Add customer. Choose Back to search to go back.

Booking confirmations go by email, so a customer with only a phone number gets none.

If the person is already on file, they are matched rather than added twice.

Search the Customers page

Owners, admins and managers can open Customers and search by name, email or phone number. The count at the top shows how many customers the business has. Select On the mailing list to narrow it. Choose a name to open their page. See A customer's profile.

Add a customer on the Customers page

1. Open Customers and choose Add a customer. It is also the button on an empty list, which says "No customers yet."

2. Enter the First name and, if you know it, the Last name. Add an Email, a Phone, or both. The form needs a first name and at least one way to reach them.

3. Choose Add customer to save.

The page says "Customer added".

What staff see

Staff cannot open the Customers section. They find and add customers from the booking form, and they see only a limited page for customers they have served.