Customers
Managing your customer relationships
How do I find and filter customers?
Open the "Customers" tab. The search field finds customers by name, email, phone, city, notes or tags. Below it you can filter: "All", "Favorites" or a contact type ("Prospect", "Customer", "Team Partner"), a customer segment via "Filter", and "At Risk" when some customers are at risk. The list is sorted A–Z; tap "Health Score" or "Lead Score" to sort by score instead.
What information is available on a customer profile?
A customer's profile is split into pages. "Overview", "Details" and "Orders" are always at the top; tap "All" to see every other page, e.g. "Receipts", "Timeline", "Appointments", "Tasks" and "Documents".
Some pages only appear when needed: "Reminders" and "Notes" get their own page once the customer has more than five, and "WhatsApp" appears when WhatsApp is connected and the customer has opted in.
How do I add a new customer?
On the "Customers" tab, tap the round button (FAB) and choose "Add Contact". First pick whether the person is a prospect, a customer or a partner on your team. Only "First Name" and "Last Name" are required; phone, email and birthday are right below. Under "More Details" you'll find the address, contact preferences, source, "Tags" and — for beauty and wellness businesses — the "Skin Profile" with skin type and topics of interest. Tap "Save".
How do I edit customer information?
Open the customer's profile, tap the round button (FAB) and choose "Edit Contact". Change the details and tap "Save" — changes are not saved automatically. If you leave without saving, the app warns you about "Unsaved Changes". Reorder reminder settings for this customer are not in this form: open them with the settings (sliders) icon at the top of the profile.
Can I import customers in bulk?
On the "Customers" tab, tap the round button (FAB) and choose "Import Customers". Pick the source:
- "CSV / Excel File" — CSV, XLSX or XLS; "Download CSV Template" gives you a ready-made file. After uploading, map the columns, check the preview and import.
- "Phone Contacts" — tap "Choose Contacts", select people and import them.
Invalid rows and duplicates (including people who are already customers) are skipped. In "View only" mode, importing new customers needs MyPink Plus.
How do I connect contacts with each other?
Open a customer's profile and tap "Connect" on the "Connections" card (or open "All" → "Connections"). Choose the people, then the relationship — "Family", "Friends", "Know each other", "Referred" or "Brought into the team" — how strong the tie is and, if you like, how they know each other.
Guests of your party appointments are connected to their host automatically. To connect several people at once, long-press customers in the list, select them and tap "Connect" (up to 20).
The "Leader" chip at the top of a profile marks someone as a leader. Team member, host and guest roles follow from your data, and you can use roles and connections as conditions in segments.
How do I change what swiping does in the customer list?
On the "Customers" tab, tap the gear icon at the top and open "Swipe Actions". Choose up to two actions each for "Swipe Left" and "Swipe Right" — tap a slot, then the action you want: Edit, Delete, New Order, Note, Reminder, Call or Message.
What is the customer timeline?
The "Timeline" page of a customer profile lists what happened with this customer: orders, appointments and parties, notes, WhatsApp messages, reminders, steps from "Care Journeys" and changes to the profile. It helps you see the whole relationship at a glance.