Creating New Customers
Creating customer records allows you to manage contact information, track appointments, and maintain scheduling history.
How to create a new customer
To add a customer to your workspace:
- Navigate to the Customers page
- Click "Create Customer" or the "+" button
- Enter the customer's full name (first and last name)
- Provide their email address
- Select their preferred time zone
- Click "Submit"
The customer will be added to your system and you can now add additional details.
Adding customer details
After creating a customer, you can add more information:
- Address - Enter street address, city, state, and zip code
- Phone Number - Add primary and secondary contact numbers
- Avatar - Upload a profile picture by clicking the avatar placeholder
- Notes - Add internal notes about the customer
- Tags - Add searchable tags for categorization
- Groups - Assign the customer to relevant groups
Custom fields for customers
Custom fields for customers are managed in the Resource Management section. Navigate to Resource Management to configure additional custom fields for your customer records. Once configured, these fields will appear in the customer creation and editing forms.
Editing customer information
To update a customer's details:
- Navigate to the Customers page
- Find and click on the customer you want to edit
- Click the "Edit" button or pencil icon
- Make your changes to any field
- Click "Save" to update the customer record
All changes are saved immediately and will be reflected across all appointments and records.
Searching and filtering customers
To find specific customers:
- Use the search bar to search by name, email, or phone number
- Filter by tags or groups
- Sort by name, date added, or last appointment
Deleting customers
To remove a customer from your workspace:
- Open the customer's profile
- Click the ellipses (three dots) or "More" menu
- Select "Delete Customer"
- Confirm the deletion when prompted
Warning: Deleting a customer will remove all associated appointments and history. This action cannot be undone. Consider deactivating the customer instead if you want to preserve historical data.
Importing customers
To import multiple customers at once:
- Navigate to the Customers page
- Look for "Import" or "Bulk Upload" option
- Download the CSV template if provided
- Fill in customer information in the template
- Upload the completed file
- Review and confirm the import
The system will validate the data and notify you of any errors before completing the import.
Customer permissions
The ability to create, edit, or delete customers depends on your role and permissions within the workspace. Contact your workspace administrator if you need additional access.