Customers & CRM · Shop owners · Booked Help

• How the customer list is built — Pro only. Every unique email or phone that has ever booked lands as a customer row.
• Add a note to a customer — Notes are private to your shop. They're the "always uses 3 on the sides" you meant to remember.
• Tag customers — Short labels — VIP, first-timer, needs deposit — that make the customer list filterable.
• Reply to and moderate reviews — Answer a review in public, hide one that should not be up, or add a review a client gave you in person.
• Import your customer list — CSV in, deduped rows out. Booked reads exports from Square, Booksy, Vagaro, Fresha, GlossGenius, Acuity, and Schedulicity.
• Merge two records for the same client — Fold a duplicate into the record you want to keep, without losing their visit history.
• Can I export my customers? — Yes. CSV of every customer row, downloaded from the customer list. Take it with you if you ever leave.