The customer list page, search, filter, bulk

The Customers page is your full database of clients. With even a few months of bookings under your belt, this list grows fast. This article shows how to navigate it, find people, and act on many records at once.

Opening the list

Click Customers in the sidebar. The list shows all your customers with name, phone, email, last visit, total spend, and a few status badges (VIP, allergy alerts, marketing consent).

The page uses pagination, 50 customers per page, so even a 10,000-strong database loads instantly.

Searching

The search bar at the top finds customers by:

• First or last name
• Phone number (with or without country prefix)
• Email address

Search is live, results filter as you type. Hit Enter to lock in your search.

Filters

Click the filter chip to narrow the list by:

• Tags (e.g. only VIPs, only Allergy alerts)
• Last visit (e.g. last 30 days, last year, never)
• Has email / has phone (useful for finding incomplete records)
• Marketing consent (so you only message people who agreed)

You can stack filters, e.g. "VIP customers who haven't visited in 60 days".

Bulk actions

Tick the checkbox next to one or more customers and a sticky action bar appears at the bottom with options:

• Send SMS / email (great for win-back campaigns)
• Add tag (bulk tag everyone you just selected)
• Export selected (CSV for offline work)
• Delete (with a confirmation, GDPR-safe)

Tick the header checkbox to select everyone on the current page, or "Select all" to grab the entire filtered set even across pages.

Use case scenarios

Scenario 1: Win back lapsed customers

A salon notices fewer Wednesday visits. Filter the list to "Last visit more than 90 days ago", select all, click Send Email, and write a "We miss you, here's 15% off" message. 200 customers reached in 3 minutes.

Scenario 2: Pre-event VIP outreach

You're hosting an open house. Filter by VIP tag, bulk SMS them an invite. Personal feel, mass execution.

Scenario 3: GDPR cleanup

Compliance officer asks you to remove customers with no booking in 3 years. Filter "Last visit before 2023-05-01", select all, delete after confirmation.

Scenario 4: Find someone you can't quite remember

Customer says "I came last summer, my name was Anna something". Type "anna" in the search, narrow down by last visit "summer 2025". Found in 5 seconds.

Tips

• Bookmark the customers page if you visit it daily, it loads faster than re-clicking through the menu.
• Bulk export is the safest before you do anything destructive (delete, mass-tag), so you have a CSV backup.
• The "no email" filter is a goldmine: ask reception to collect emails on the next visit so your marketing reach grows.
• For really large bases, search by phone first, it has the highest signal-to-noise ratio (no two customers share a phone).