Customers
Customers
Section titled “Customers”Open Customers to find accounts, contact information, and booking history.
Find a customer
Section titled “Find a customer”- Search by name, email, or phone number.
- Open the matching record and confirm the identity before editing.
- Review past and upcoming bookings and any staff-only notes.
- Save contact changes, then confirm the success message.
Privacy rules
Section titled “Privacy rules”Customer information is sensitive. Share it only with authorized team members, keep internal notes professional, and never copy customer lists into personal spreadsheets or chat threads. Customers can access their own customer-facing account through the public site.