The customer list
Customers holds everyone who booked, bought a package or was added by your team. Each customer has one profile, whether they booked in LINE, on the web, or your team added them. There’s no list to build: a first booking puts the customer in it.
The counts on top
Section titled “The counts on top”Four counts sit at the top of the page. Tap one to filter the list to it:
| Count | Means |
|---|---|
| Customers | Every customer of the business |
| New this month | Customers who came in this month |
| Booked next 7 days | Customers with a booking in the next 7 days |
| Not seen for 60 days | Customers who haven’t come for over 60 days: worth a message to invite them back |
Search and filter
Section titled “Search and filter”- Search: a customer’s name, phone, email or LINE name.
- Tag: one tag, like “VIP” or “Regular”.
- Last visit: any time, within 30 days, within 90 days, more than 90 days ago, or never visited.
- Sort: by name, or newest first.
- Has a booking coming and Birthday this month switch on and off with a tap.
Clear filters shows everyone again. A visit is a booking or class place that was completed.
On each row
Section titled “On each row”Each row shows the name, how you can reach them (LINE, phone, email), their tags, their last visit with the service and person, their next booking (and whether they said they’re coming or not yet), their number of visits and their stamps. Tap a row to open the customer page.
The list shows 50 customers at a time; Show more shows the next ones.
Add a customer by hand
Section titled “Add a customer by hand”-
Tap + New customer.
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Type the name, phone, email and language (ไทย or English). Their messages come in that language.
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Tap Add customer.
If that phone or email already belongs to a customer, Tellfox opens the one you have instead of making a second one. Many customers to add? Import a CSV file.
Manage tags
Section titled “Manage tags”Tap Manage tags under the search box to see every tag with its number of customers, Rename a tag or Delete tag. Deleting a tag takes it off every customer. A business can have up to 100 tags.