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Customers

The details that make the next visit familiar.

See recent bookings, orders, contact details, and team notes in one record before a customer returns.

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Records depend on the details you collect and buyer matching. Self-service depends on account setup.

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Maya Bennett

[email protected]

Maya Bennett's avatar
Maya Bennett

Maya Bennett

[email protected]

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Order history

ORD-1001—Paid
$48.00—

Booking history

Cut and styleDeposit required
Oct 1, 2026
Color consultationCompleted
Sep 24, 2026

Invoices

Browser-local sample. Nothing is sent.

Payment information

Booking payments

Cut and style
Thu, Oct 1 · 2:00 PM
$85.00
Deposit$21.25Pending
Due at appointment$85.00Pending
Color consultation
Thu, Sep 24 · 3:00 PM
$35.00

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Recent activity

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Notes

  • Team note

    Returns for a cut and style and keeps an Aftercare kit for care between visits.

Consent

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No consent records for this customer yet.

Fictional sample workspace. Payments, drafts, replies, and product changes stay in this browser tab. Nothing is charged or sent.

Customer details in one place.

Check a saved note or open a recent booking or order from the same customer record.

Contact details and notes in one place

Open the customer record to find their contact details and the notes your team has saved.

What you can see depends on the recorded information and your workspace access.

Recent visits and purchases together

A booking and a product order can belong to the same customer while keeping their own details and payment states.

Customer details show a recent subset of associated bookings and orders. Buyer identity must be matched for an order to appear.

Let customers check their bookings and orders

Enabled customer accounts give people access to their available booking, order, and receipt views.

Account access depends on site setup. Rescheduling follows your booking policy and available times.

Before the next conversation

Prepare for the next visit.

Check the booking for appointment and payment details, and read the notes your team saved for this customer.

What has happened recently?

Start with the recent appointments and orders. For older records, use the dedicated booking and order views.

What should the team remember?

Read what your team chose to save in the customer’s notes. Workspace permissions control access.

Follow a customer from their booking to their record.

Open a recent appointment or product order from the customer record to see its details.

Explore customers

Setup and availability

Useful records start with the right information.

Your team supplies contact details and notes. A matching buyer identity connects orders to the record; enabled customer accounts provide access to self-service views.

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A little more about customers.

Does the customer record show every past transaction?
It shows a recent subset of bookings and orders associated with that customer. Use the dedicated booking and order views when you need records beyond that recent history.
What can customers manage themselves?
Available booking, order, and receipt views depend on the site and customer account setup. Rescheduling also depends on your policy and open appointment times.

Be ready when the customer returns.

Give your team a record to consult before the next conversation.

Get started

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