Customers and the customer card

Where to find it

Open Customers in the left menu. The table shows the name, email, phone, bookings, last seen, sign-up date and last contact. Bookings and Last Seen come from the visits in your CRM; for a client who isn’t in the CRM, Last Seen shows their latest activity in a conversation.

Finding a client

Search by name, phone or email. The phone number can be typed in any format. Click the client’s row to open their card.

What’s on the card

How to edit a field

1. 1Click the value in Details (or the pencil that appears on hover).
2. 2Type the new value.
3. 3Click the check mark or press Enter (in the Note field Enter adds a new line, Ctrl+Enter saves). To cancel, click the cross or press Esc.

An empty field works the same way: click the dash.

Writing to a client first

In Channels, on a channel with no conversation yet, click Start chat. The New chat window opens: choose the account, find the client and write your message. You can start a chat in WhatsApp and Telegram. In WhatsApp, when there’s no open conversation with the client, the first message is sent as a ready-made greeting template; once the client replies, you can write freely.

Tags

Click + in Tags, tick a tag or type the name of a new one and create it. A tag is saved as soon as you tick it. To edit the list of all tags, use the Manage Tags link in the same window.

CRM data is read-only

If your clients came from your CRM, some data on the card can’t be changed here:

• ·Discount and Spent under About the client;
• ·Visit history and the average per visit;
• ·the Imported data block (marked “from the CRM, read-only”).

Change them in the CRM itself: the card updates with your next import from the CRM. Messenger usernames are edited in the Channels card, and activity dates fill in by themselves.

Tips

• ·The average per visit counts only visits that took place: cancellations and no-shows are left out.
• ·Use the Note field in Details for things any admin should know: preferences, agreements, special requests.
• ·Internal notes are written in the chat with the client (Internal note mode). The client never sees them, and they show up in the card’s Notes block.
• ·Tags make it easy to mark regulars, VIPs or clients with allergies, so the whole team sees it at once.

FAQ