Customers

The customer list supports search by name, phone number, or email address. You can also filter by customer segment, activity status, or sort by most recent purchase. Use the search bar at the top of the page for instant results.

Each customer profile has 7 tabs:

• Details — Contact info, preferences, skin type, interests, and reorder settings
• Orders — Complete purchase history with status filtering
• Receipts — All transaction receipts
• Appointments — Past and upcoming beauty appointments
• Time Slots — Available scheduling slots for this customer
• Offers — Birthday offers, exclusive promotions, and redemption history
• Documents — Customer documents and files

Swipe left or right on mobile to navigate between tabs.

Tap the + button on the customer list page. Fill in the customer's basic information such as name, email, and phone number. You can also add preferences like skin type and product interests to personalize future recommendations.

Open the customer profile and tap the edit button. You can update any field including contact details, preferences, skin type, interests, and reorder settings. Changes are saved automatically and synced across your devices.

Yes, you can import customers from a CSV file. Navigate to the customer list and select the import option. Map your CSV columns to the corresponding fields and review the data before confirming the import.

The customer timeline shows a chronological history of all interactions and activities with a customer, including purchases, appointments, offer redemptions, and notes. It helps you understand the full relationship at a glance.