Customer Detail Page Guide

The customer detail page provides a complete view of each customer's profile, history, and interactions.

Accessing Customer Detail

Go to Customers in the main menu
Click on any customer card or row
The detail page opens showing full profile

Profile Header

Customer Info

Photo/Avatar - Customer image or initials
Name - Full name with edit option
Contact - Email and phone
VIP Badge - Gold star if VIP customer
Debt Badge - Red "Tartozás: X Ft" badge if the customer has unpaid no-show or late cancellation fees
Tags - All assigned tags

Quick Actions

Edit - Open customer edit modal
Email - Send email to customer
SMS - Send text message
More - Additional options

Statistics Cards

Key Metrics

Total Visits - Number of appointments
Total Spent - Lifetime revenue
No Shows - Missed appointments
Cancellations - Cancelled bookings
Average Spend - Per-visit average
Last Visit - Most recent appointment
Member Since - Registration date
Outstanding Debt - Total unpaid no-show/cancellation fees (shown in red if > 0)

Page Tabs

Summary Tab

Overview of customer with:

Key statistics
Recent activity
AI-powered insights
Alerts and notes

Appointments Tab

Complete appointment history:

Upcoming bookings
Past appointments
Service details
Staff assigned
Prices and status

Sales Tab

All sales transactions:

Purchase date
Items bought
Payment method
Total amount
Staff who served
Unpaid sales (PENDING) are highlighted with a red border and "Kifizetetlen" (Unpaid) badge, these represent outstanding debts from no-show or late cancellation fees that can be collected at checkout

Notes Tab

All customer notes:

General notes
Appointment notes
Medical notes
System notes
Add new notes

Packages Tab

Customer's packages:

Active packages
Remaining services
Expiry dates
Redemption history

Credit Tab

Store credit and loyalty:

Credit balance
Loyalty points
Tier status

Photos Tab

Customer photos:

Before/after images
Treatment records
Upload new photos

Documents Tab

Attached documents:

Consent forms
Medical records
Contracts

Activity Log

The activity log shows all customer interactions:

Appointments (booked, completed, cancelled)
Sales (completed transactions)
Notes added
Profile changes

Activities are sorted by date, most recent first.

Use case scenarios

Scenario 1: Pre-appointment briefing

Before the customer arrives, the stylist opens her detail page. Glances at: tags (VIP), notes (prefers warm temp), allergies (ammonia), upcoming services (full color). 30 seconds to be fully prepared.

Scenario 2: Loyalty redemption

Customer asks at checkout if she has loyalty points to redeem. Reception opens detail page → Loyalty tab. "You have 1,200 points, you can redeem 1,000 for a free haircut." Customer redeems immediately.

Scenario 3: Following up on incomplete forms

Customer has a Forms tab with "Allergy disclosure" listed as Not started. Reception sends her the form during her appointment, she fills it out on the tablet. Form moves to Completed.

Scenario 4: Reviewing visit history

Customer requests a refund for a service she "didn't get". Manager opens detail page → Activity log → Sees the appointment with status Completed, the receptionist who finalized it, the timestamp. Refund discussion grounded in facts.

Scenario 5: Photos for color-match continuity

The colorist opens the customer's Photos tab to see last visit's results. Replicates the color exactly. Customer is delighted by the consistency.

Tips

Open her profile before her appointment: 30 seconds of prep saves 10 minutes of catching up during the service.
Use the right tab for the question: Sales for transactions, Activity for events, Notes for context. Don't dig in the wrong tab.
Update what's outdated: address changed? Email no longer in use? Update during the visit.
Bookmark the customer page in your browser: faster than searching every time for a regular.
Watch the debt badge: if "Tartozás" appears, address it with the customer this visit before she leaves.

The customer detail page, every tab explained