Add customers

Adding customers allows staff to store essential details like contact information, booking history, preferences, and any notes regarding the clients. This feature is vital for maintaining personalized, organized, and efficient client management, helping the business build lasting relationships with each customer.

By adding customers into the system, the staff can easily track service history and tailor future visits based on past preferences. For example, a client who regularly books a specific stylist or treatment can have these preferences saved, making future bookings quicker and more accurate. Additionally, stored profiles enable salons to send appointment reminders, special offers, or birthday promotions, adding a personal touch to the client experience. This feature ensures every client feels valued, improves appointment efficiency, and strengthens customer loyalty.

1. Click on "New Customer"

2. Fill in the personal details

Fill in the personal details such as the name, email address, and phone number of the new client. The contact information is important as they will receive confirmation emails or messages about their appointments.

3. Click on "Additional Details"

The date of birth of the client as well as any allergies or extra notes may be added here.

4. Click on "Save"

Save the new customer to the system.