Adding and editing customer details

Most customers get created automatically when you take their first booking, but you'll often need to add a customer manually (walk-ins, phone bookings) or update their details.

Adding a customer

Two ways:

• Customers page → Add new button (top right). Opens an empty customer form.
• Booking modal → Create new customer link (when no match in search). Creates the customer inline mid-booking.

Both routes save to the same place.

The customer form, field by field

Basic info

• First name + Last name: required. Use the name they want to be called by.
• Email: optional but highly recommended. Without it, you can't send confirmation emails or marketing.
• Phone number: optional but recommended. The country picker defaults to your salon's country, change it for international customers.
• Date of birth: optional. Fills in to enable birthday automations and age-based offers.
• Gender: optional. Used by some industries (e.g. salons offering separate men's/women's pricing).

Address

Optional. Useful for at-home services, gift voucher delivery, or ID verification at the door.

Preferences and tags

• Tags: pick any tags you've set up (VIP, Allergy, etc.). See Customer tags overview.
• Allergies: free-text field for allergies. Shows up as a warning on the customer card and the booking modal.
• Notes: internal staff-only notes. Different from appointment notes.

Marketing

• Marketing consent: GDPR-required toggle. If off, the customer is excluded from email and SMS campaigns automatically.
• Communication preferences: which channels they want (email, SMS, push).

Custom fields

If you've configured custom fields in Settings → Customers → Custom Fields, they appear at the bottom. Useful for industry-specific data (skin type, hair length, fitness goals, allergies broken down).

Editing an existing customer

From the customer list or detail page, click Edit at the top right. The same form opens with current values. Save to update.

Changes are visible immediately across the app: calendar, sales, reports, everywhere.

Use case scenarios

Scenario 1: New walk-in

A new customer walks in for a haircut. While they wait at reception, the receptionist clicks "Add new", types first name, last name, phone number, and saves. 30 seconds. After the visit they can update with email and tag.

Scenario 2: Phone booking with no email yet

Customer calls, books for tomorrow. You don't have her email. Create her with name + phone only. After her visit, ask "what's a good email to send confirmations to?" and add it.

Scenario 3: Updating preferences after a complaint

Customer complains the room was too cold. Open her profile, add an internal note "Prefers warmer room temperature, set thermostat 22°C+", save. Future staff see it before her appointment.

Scenario 4: Allergy update mid-visit

Stylist discovers a new sensitivity during a color appointment. Right from her phone, she opens the customer's profile, types the allergy in the Allergies field, saves. Appears in red on the next booking modal.

Tips

• Required minimum: first name + last name is enough to save. Everything else can be added later.
• Phone first: if you have to choose between phone and email, prefer phone. SMS confirmations have higher open rates than email.
• Marketing consent: ask explicitly when you collect the email, "is it ok if we send you offers and reminders?" Document it in their profile.
• Don't duplicate: if "Anna Kovács" already exists, don't create "Anna K." with a typo'd phone. Search first.
• Custom fields: don't pile them up. Stick to 2-3 fields you'll actually act on (e.g. skin type for facial salons, hair length for stylists). More than 5 and reception starts skipping them.