CRM
Customer profiles
Open a customer's profile to update their details, add notes, and check their packages, bookings and payments.
Overview
A customer profile holds everything about one customer in one place: contact details, active packages, notes, bookings and payments. Open it when you need to update someone's details, record a preference or allergy, or check what they have booked and paid for. Go to Customers and tap the customer's name.
Open a customer's profile
- Tap Customers in the main menu.
- Type the customer's name, phone number or email in the search box, for example "Abby".
- Tap the customer to open their profile.
To browse, filter or merge customers, see Customer list.
Add a note about a customer
Use notes for preferences, allergies or special requests, so every team member sees them before the next appointment.
- Open the customer's profile, for example Abby.
- Scroll to the notes section at the bottom of the profile.
- Type your note in the text box, for example "Prefers unscented products".
- To add pictures, tap the attachment icon and choose one or more images.
- Tap Save.
The note appears in the list with your name and the date and time it was added. Tap an image thumbnail to see it full screen.
Edit or delete a note
- Find the note in the customer's notes list. Use the search box above the list to find a word or phrase, for example "unscented".
- Tap the edit icon on the note.
- Change the text or the attached images.
- Tap the checkmark to save.
To remove a note, tap its delete icon, then tap Delete to confirm.
Update a customer's details
- Open the customer's profile, for example Abby.
- Tap the edit button.
- Update the details you need: phone number, email, birthday, gender, ID number in the reference field, tags and custom notes.
- Save your changes.
Use the reference field for an ID number so you can look the customer up quickly. Use tags such as VIP or regular to group customers for filtering and marketing.
To track details the profile does not cover, such as a preferred stylist, see Custom fields.
Check a customer's packages, bookings and payments
Active packages appear at the top of the profile, with the items still left to redeem and the purchase history.
The tabs at the bottom of the profile show:
- Notes: all notes about the customer.
- Recent activities: recent transactions and package purchases.
- Bookings: past and upcoming appointments.
- Payments: receipts and transaction details.
Tap any payment to see the full checkout, including the items bought and the payment method.
FAQs
Who can see the notes I add?
All team members with access to customer profiles can see notes. Each note shows who added it and when.
Can I edit a note another team member wrote?
Yes. Any team member can edit or delete any note, whoever added it.
Why can't I edit a note?
You can only edit or delete a note when no other note is being edited. Save or finish the other edit first.
Why can't I see Abby's full phone number or email?
Contact masking may be turned on for privacy. Ask your admin if you need full access to customer contact details.
I have two profiles for the same customer. How do I merge them?
You combine duplicate records from the customer list. See Customer list.
What happens to existing customers when I add a new custom field?
The new field stays empty on existing profiles until you fill it in.
Last updated 1 October 2026