Customer profile in Staff Portal
Tags, alerts, notes, photos, favorite products, history
Customer profile in Staff Portal
Customer profile is one of the richest Staff Portal surfaces. Everything needed for customer service.
Where to find it
/staff-portal/customers/[id]. Clickable from appointment detail too.
Profile sections
1. Top header
- Customer name + photo
- Membership status (Gold / Silver / Bronze)
- Loyalty points
- Customer tags (VIP, New, Returning)
2. Alerts
If any, prominent red/yellow banner:
- Birthday upcoming (within 3 days)
- Medical condition (allergy, pregnancy, medication)
- Preference (favorite service, avoid)
- Custom alert
Staff sees alert on appointment-detail too, before customer arrives.
3. Loyalty and packages
- Active membership (name, validity)
- Active packages (name, X of Y sessions)
- Loyalty points (total, redeemable for)
4. Visit history
Last 10-20 bookings:
- Date, service, price, status
- Click → booking detail
5. Notes
4 types:
- General
- Medical (highlighted)
- Preference
- Alert (warning)
Staff can add new note anytime.
6. Customer photos
Customer's photo gallery (if any):
- Before
- After
- Progress
- Other
Stored service-specific.
7. Frequent products
Customer's favorite products (what they usually buy). Upsell helper.
8. Total spend & visit count
- Total spend: lifetime revenue from customer
- Visit count: booking count
9. Recent appointments
Last few bookings quick-list (top history section).
Alert types in detail
Medical
E.g., "Paraben allergy," "Pregnant from 2nd trimester," "Blood pressure medication." Mandatory check before service.
Preference
E.g., "Only loves Anna stylist," "Herbal products." Customer experience booster.
Alert (custom)
E.g., "Previous complaint, compensation due," "Faster service needed." Salon-specific.
Birthday upcoming
Auto-generated. Customers' birthdays in 3-7 days.
When to use it
Scenario 1, new booking preparation New booking with Anna Kovács. Customer profile → Alerts: "Paraben allergy." Account for it in dye choice.
Scenario 2, upsell Customer asks: "Which shampoo do you recommend?" Frequent products: "BC Bonacure used 5×." → "Try the new BC Bonacure scent."
Scenario 3, customer dispute Customer complains about last week's haircut. Visit history → click. Booking-detail: you did it, note "Customer asked shorter." Defend yourself.
Scenario 4, photo documentation Before-customer photo, after-treatment photo. In gallery. For marketing.
Scenario 5, birthday greeting Alert: "Birthday in 5 days." Wish at booking. High customer experience.
Tips
- Alerts are 3-second "know-it" feature, don't ignore.
- Categorize notes Medical / Preference / Alert, not all General. Easier for colleagues.
- Photo documentation needs customer consent, ask.
- Frequent products are upsell gold: customer already loves them.
- Visit history is dispute-resolution base: lookup tool.
- Loyalty points and packages highlighted, customer expects redemption.