Customers
Manage customer profiles
Find customer details, visit history, preferences, and communication choices in one place.
3 min readUpdated August 2026
Keep profiles useful
Use the Customers page to search for people and review their contact details, appointment history, bundles, and spend. Update details when a customer provides a change.
- 1.Search before creating a new customer to avoid duplicates.
- 2.Keep email and phone details current.
- 3.Review the visit history before recommending a follow-up service.
- 4.Use communication preferences to respect customer choices.
Handle privacy carefully
Only store information required to provide the service. Avoid adding sensitive personal information to customer notes unless your salon has a clear lawful reason to do so.