Customers list — searching, filtering, and adding clients

The Customers page is your complete client database. Every customer who has ever booked, joined the queue, or been added manually appears here. Keeping customer profiles accurate improves personalisation, reporting, and marketing.

Searching

The search bar at the top searches across customer name, email address, and phone number simultaneously. Type a few characters and results filter in real time — no need to press Enter.

Filtering

Use the filter panel to narrow results by:

• Membership type — Standard, Silver, Gold, Platinum (if you use loyalty tiers)
• Last visit — customers who visited within a certain period (e.g. last 30 days, last 3 months)
• Total spend — high-value customers above a threshold
• New customers — joined within a specified period

Adding a customer manually

Click + New Customer and enter:

• First and last name
• Email address (used for confirmation emails and receipts)
• Mobile phone number (used for SMS notifications)
• Date of birth (optional, used for birthday loyalty bonuses)
• Notes (any initial information about the customer)

Phone and email are optional at creation but at least one is required to send notifications.

Opening a customer profile

Click any customer row to open their full profile in a side drawer. The drawer has eight tabs covering every aspect of the customer's relationship with your salon. See individual guides for each tab.

Exporting the customer list

Click Export CSV to download the filtered customer list as a spreadsheet. The export includes name, email, phone, total spend, visit count, and last visit date.