Customers (Guest History)
Every guest with their bookings, notes and tags, searchable and deletable on request
The Customers page builds itself from your bookings; you never enter anyone by hand. When a guest books again, the booking lands with the same entry: recognised by the email address, regardless of upper and lower case, and for guests without one, by the phone number. Only the owner sees this page.
At the top, the field “Search name, email, phone…” searches as you type. The list shows up to 300 customers, those with the most recent booking first:
| Column | Meaning |
|---|---|
| Name and Contact | The guest’s name, with email and phone below. |
| Visits | All bookings of this guest, including cancelled and future ones. |
| No-shows | How often the guest is marked as a no-show (Chapter 6.2), in red once it has happened. |
| Last visit | The date of the most recent booking, even if it is still ahead. |
| Tags | Your short labels, such as VIP. |
On the far right is ⋯ with Details and Delete.
The customer window
Section titled “The customer window”Tap a customer to open their window: name, email and phone at the top, then four figures, Visits, Attended, No-shows and Last visit. Then:
- Tags: short labels separated by commas, for example “VIP, Allergy”. They then show in the list.
- Notes: free text for your team, such as the favourite therapist or an intolerance.
- Consent for reminders/offers: whether this guest receives rebooking, win-back and the review request (Chapter 11). The tick is set when the guest agrees while booking (Chapter 2.3). Remove it if a guest tells you they no longer want such emails.
“Save” stores tags, notes and consent. Below is the Booking history: every appointment with date, time, provider and status with its tag, or “No bookings”.
Deleting a customer
Section titled “Deleting a customer”If a guest wants their data removed, tap ⋯ in their row and then “Delete”. The panel asks first and tells you how many appointments belong to this customer, for example: “Delete this customer for good? 3 appointments will be deleted with them, permanently, and will NOT go to the trash.”
The appointments go too, because otherwise the customer would immediately be recreated from them. Nothing can be brought back. The activity log then shows “Customer deleted” (Chapter 23). Only the owner can delete customers.