The customer page
Tap a name in the customer list to open their page. Everything your business knows about this person is here: how often they come, what they like, what to watch out for, and when they’re next booked.
The top of the page
Section titled “The top of the page”The customer’s name, “Customer since” a month, and where they came from (a LINE booking, a web booking, added by the team, or imported from a file). The buttons you’ll use most:
- New booking: opens a new booking with this customer already picked.
- Send a service: sends them one service. See Send a service to a customer.
- Edit: name, language, birthday, preferred channel and pinned note.
- Call: calls them from your phone.
- More actions (the three dots): Download their data and Delete or anonymise. See Consent and PDPA.
The pinned note
Section titled “The pinned note”A short note of up to 200 characters for what the team must always see, like “Allergic to lavender” or “Likes firm pressure”. It shows on every booking of this customer: in the calendar, the bookings list, the booking page and a class’s list of people.
Pin a note either way: type it in Pinned note under Edit, or tick Pin when adding a note. Tap Unpin when it’s no longer needed.
Quick facts
Section titled “Quick facts”| Fact | Means |
|---|---|
| Visits | How many times they came (completed bookings and classes) |
| Spent | The total of their completed bookings |
| Last visit | The day they last came, and how long ago |
| Usually books | Their most frequent service in their last 20 visits (at least twice), and the person they book it with, like “Thai massage 60 with Ploy” |
| No-shows | How many times they didn’t come |
Contact
Section titled “Contact”Their phones and emails (up to 3 of each). One the customer confirmed themselves is marked Verified and can’t be removed here. The LINE line says Connected, with their LINE name, when they booked through LINE, and Messages go to shows where your messages reach them.
Add a phone or email with Add a phone or email. A phone or email your team types in is not counted as verified.
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In Add a note, write what you did, what they like, or what to remember next time.
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If it’s about a particular booking, pick it under Ref:.
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Tick Pin to show it on every booking.
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Tap Save note.
Open Tags to pick tags you already have, or type a new one and tap Save. A customer can have up to 20 tags. Tags filter the customer list.
History
Section titled “History”History puts everything on one timeline: bookings, classes, packages bought, notes, and coupons they got or used. The tabs All, Bookings, Classes, Packages and Notes show one kind at a time. It shows 30 at a time; Show older shows more.
Alongside sit Next booking (with Open booking), Loyalty (their stamp card, points and active coupons) and Packages. See Stamp card and Packages.