Customers & CRM

Customer list, notes, tags, reviews, import, export.

• How the customer list is built

  Pro only. Every unique email or phone that has ever booked lands as a customer row.

  In this article: What creates a customer row · What is on a customer row · Two figures that depend on you · How a walk-in becomes a regular · What is not there

• 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.

  In this article: Steps · What to write · Write it while they are still in the chair · Keep the first line useful · What not to write · Who can see them

• Tag customers

  Short labels — VIP, first-timer, needs deposit — that make the customer list filterable.

  In this article: Steps · What happens to what you type · Suggested tags · Filtering · Exports

• 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.

  In this article: Replying · Hiding versus deleting · Your rating is the public one · Adding a review by hand · Where reviews come from

• Merge two records for the same client

  Fold a duplicate into the record you want to keep, without losing their visit history.

  In this article: Steps · What the merge does · Deleting instead · Before you merge

• Import your customer list

  CSV in, deduped rows out. Booked reads exports from Square, Booksy, Vagaro, Fresha, GlossGenius, Acuity, and Schedulicity.

  In this article: What you can import · Supported sources · Steps · Order matters · What does not come across

• Can I export my customers?

  Yes. CSV of every customer row, downloaded from the customer list. Take it with you if you ever leave.

  In this article: What is in the file · What is not · It is keyed on things any other tool can read · Before you export · Why you might export · A word on what you send