Section 3: Customer Management
Section 3: Customer Management
Build and manage your customer database effectively.
Tutorials in This Section
3.1 Adding and Managing Customer Profiles
Learn how to create comprehensive customer profiles, record contact details, track allergies and preferences, and manage customer information. This tutorial covers the five form sections: basic information, address, preferences and notes, settings, and communication preferences.
Time: 15 minutes
3.2 Understanding Customer History and Analytics
Discover how to view a customer's complete history using the six profile tabs: Appointments, Details, Transactions, Products, Skin Tests, and Messages. Learn to understand visit insights, service frequencies, and identify at-risk customers.
Time: 10 minutes
3.3 Customer Preferences and Communication Consent
Understand how to manage the two communication categories: Appointment Information (transactional) and Promotions & Offers (marketing). Configure Email, SMS, and WhatsApp preferences for each category and ensure GDPR compliance.
Time: 15 minutes
3.4 Organising Customers
Learn how to keep your customer database organised using active/inactive status, search, and advanced filters. Filter customers by visit history (recent visitors, lapsed customers), spending levels, and services booked. Understand how to identify and manage at-risk customers.
Time: 12 minutes
3.5 Using Customer Badges
Understand how to use customer badges for quick visual recognition. Learn the six built-in badges (VIP, Prefers Silence, Often Late, Often Early, Frequent Visitor, New Customer), how to toggle them, and how Owners can configure custom badges.
Time: 8 minutes
3.6 Merging Duplicate Customer Records
Learn how to find and merge duplicate customer records. Understand match types (email, phone, similar names) and confidence levels, review duplicate groups using the two-step merge dialog, resolve field conflicts, and dismiss false positives like family members sharing contact details.
Time: 15 minutes
3.7 Recording and Managing Consultation Notes
Learn how to record general and colour consultation notes against customer profiles. Link notes to appointments, pin important information, and filter by type. Access notes from customer profiles, appointment sidebar, and appointment detail pages.
Time: 10 minutes
Recommended Reading Order
For new users, complete these tutorials in order:
- 3.1 Adding and Managing Customer Profiles - Create your customer database
- 3.2 Understanding Customer History and Analytics - Navigate customer profiles
- 3.3 Customer Preferences and Communication Consent - Manage consent correctly
- 3.4 Organising Customers - Keep your database tidy
- 3.5 Using Customer Badges - Quick visual recognition
- 3.6 Merging Duplicate Customer Records - Clean up duplicates
- 3.7 Recording and Managing Consultation Notes - Track consultation details and colour formulas
Quick Reference
Essential Customer Tasks
| Task | Tutorial | When |
|---|---|---|
| Add new customer | 3.1 | First visit |
| Record allergies | 3.1 | During consultation |
| Set communication preferences | 3.3 | At sign-up |
| View history | 3.2 | Before appointments |
| Apply badges | 3.5 | When traits are identified |
| Merge duplicate records | 3.6 | Monthly review |
| Record consultation notes | 3.7 | During/after appointments |
| Deactivate inactive customers | 3.4 | Quarterly review |
Next Steps
After completing Section 3, move on to:
- Section 2: Daily Operations - Book appointments for your customers
- Section 8: Financial Management - Track customer transactions
Last Updated: February 2026