Customers
Customer management
Updated 2026-08-22
Keep client profiles for scheduling and checkout.
Open Customers, then Customer management.
Do this first
- Add customer.
- Enter Name and Phone (required). Email is optional.
- Add customer.
Also on this page
- Search by name, phone, or email.
- Wallet & passes: see stored-value and session-pass balances when you have permission.
- Archive or Delete: that client cannot be used on new bookings or checkouts.
Online booking creates a profile automatically. You do not need to add every self-serve client by hand.