To create a new customer profile, follow the steps below.
Creating a Customer
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Tap Customers.
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Tap Add.
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You can add the following information when creating a new profile:
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The customer's email address, first name, last name, and phone number. An email address, first name, and last name are required.
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The family member or person the customer wants to copy on email notifications when appointments are booked (CC Appointment Email to).
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The customer's birthday (Birth Date).
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Gender.
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How long they've been a customer of your business? Click on the calendar icon to select a new date.
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The types of notifications they prefer to receive when appointments are booked. These include email, text, and push notifications (Customer Since).
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General tags. A General Tag is a keyword or phrase added to a customer's profile. It can be used as an identifier or a way to locate a customer. For example, you can add a general tag such as VIP to designate specific profiles with a VIP status.
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The name of the customer's referrer (Referred By). This way, you'll be able to keep track of customers who've had the most referrals when you run customer reports. (Customer List Report)
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The option to block a customer from booking with your business online. You also can select to approve or deny a customer's request to book or allow the customer to book online (Online Booking).
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The customer's home address (Address).
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Tap Save when you're finished.
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Click Customers.
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Click Create New.
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You can add the following information when creating a new profile:
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The customer's email address, first name, last name, and phone number. An email address, first name, and last name are required.
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The family member or person the customer wants to copy on email notifications when appointments are booked (CC Appointment Email to).
-
The customer's birthday (Birth Date).
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Gender.
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How long they've been a customer of your business? Click on the calendar icon to select a new date.
-
The types of notifications they prefer to receive when appointments are booked. These include email, text, and push notifications (Customer Since).
-
General tags. A General Tag is a keyword or phrase added to a customer's profile. It can be used as an identifier or a way to locate a customer. For example, you can add a general tag such as VIP to designate specific profiles with a VIP status.
-
The name of the customer's referrer (Referred By). This way, you'll be able to keep track of customers who've had the most referrals when you run customer reports. (Customer List Report)
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The option to block a customer from booking with your business online. You also can select to approve or deny a customer's request to book or allow the customer to book online (Online Booking).
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The customer's home address (Address).
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Click Save when you're finished.
If you create or edit a customer profile that is similar to an existing profile, you will be prompted to use the existing profile instead.
Click Use Existing Customer to edit or book the existing customer instead.
If the information does not match, click Create New Profile.
Note
If you entered information, except their email, for a profile that exists at another business, you will not be able to import their profile.
If you create a customer with an email that already exists, you can import their customer profile information to the new profile. Information, like cards on file, soap notes, and tags, will not transfer.
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