Customers

Your customer list is everyone who books with you. It powers the customer picker when you create a booking, and it's where you keep names, contact details and notes.

How customers get added

• Automatically — when someone books online for the first time, they're added to your list.
• By you — select Add customer to create one yourself (handy for a walk-in or a phone booking). Enter their name, phone, email and any notes.

Find and edit

Use the search box to find a customer by name, phone or email. Open any customer to edit their details or add notes — for example a preference, an allergy, or anything worth remembering for next time.

Removing a customer

If you remove a customer, they disappear from your list, search and pickers — but their past bookings stay intact. That's deliberate: your history and accounting need to stay complete and correct, even for someone who's no longer on your active list.

Customer notes are a small thing that makes a big difference — a quick line about how someone likes their coffee or their fringe turns a booking into a warm welcome.

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