A customer's profile

Open anyone from Customers and you're on their profile: contact details at the top, honest numbers underneath, and everything that has happened between you in tabs.

At the top

Their name, mobile and email, and the date they were added. Three actions sit beside them: Ask for a form, Send a message and New booking. The menu next to those edits their details or archives them.

The numbers

• Visits. Past bookings that weren't cancelled. A no-show doesn't count as a visit.
• Total spent. Their past bookings at the booked price, plus the products they've bought. Underneath, what they've paid in deposits and fees.
• No-shows. Booked and didn't come, marked by you.
• Last visit, with their next booking underneath when they have one. A date that came across with your customer list shows here until their first visit with you.

The tabs

• History. Every booking and walk-in sale, newest first, with how each was booked, any money paid online, the products bought at each visit, your visit note, and what they asked for when they booked, so the history of what you did reads down the list. A walk-in sale shows who sold it, when someone was chosen in Sold by. Tap a booking to open it: the same view as on your calendar, so you can edit it, cancel it or check out the visit without leaving the customer.
• Products bought. Every product they've bought from you, newest first: what it was, how many, what they paid, and the visit or walk-in sale it was on. Click one to open that visit or sale. What they paid is after any discount on it. Anything brought back shows on the line, and what they paid has it taken off. Products bought at a walk-in sale count when you chose them as the customer. The tab shows once you've added a product.
• Messages. Every email and SMS to and from them, newest first, with its delivery status. Open one to see exactly what they received. The tab shows the latest 50.
• Files. Documents kept on their profile: scanned consents, photos, a doctor's letter. See Files on a customer's record.
• Forms. Every consent or consultation form they've signed, with the PDF. See Where signed forms live.
• Packages. The packages they have: sessions left, when they run out, the history, and everything you can do to one. See Sell packages.
• Notes. Notes about the person, kept on their file: dated, signed, as long as they need to be, with each visit's note read alongside them. Pin one and it shows on every booking of theirs. See Notes on a customer.

Down the side

• Groups. Your own lists of customers, for filtering, campaigns and promo codes. See Customer groups.
• Usual services. What they book most, counted from their visits.
• Loyalty rewards. Whether they're a member and how close they are to a reward, with a Join button for anyone who isn't. See Loyalty.
• Credit. Their balance and its history, with Add credit and Refund credit for owners and managers. See Customer credit.
• Referral link. Their own link to share, when your referral program runs. See Referrals.
• Marketing. Whether they've agreed to receive offers and news. Switch it off and campaigns skip them; messages about their own bookings still reach them. See SMS and consent.