Help Center


Customer List

All new customers are automatically logged in the customer list. See an individual customer's full history of appointments by either searching for their name/email in the appointments list or by sorting the appointments list by client name or email. 

When your clients enter their address in a booking form or authorize using their Facebook credentials, this info is also displayed in this section in a separate column (for non-widescreen monitors press + near the client's name).

bookly-pro-customers-01.png

Notice there's the import-btn.png button just above the list. By uploading the list of your existing clients, you'll make sure that, when they come back, duplicate logs won't be created for them (as long as they provide the same info as both name and email).

You can also export the list as a .csv .

Table settings

Click table-settings-btn.png in the upper right corner of the page to choose columns that you want to include in the Customers table. Reorder the columns by using the drag & drop option.

bookly-pro-customers-02.png

 

How to merge duplicate contacts

If you have more than one record of the same client, you can merge them.

  1. To select duplicate contacts, check the boxes next to their names.
  2. At the bottom of the page, click on Select for merge and they'll be listed below in a 'Merge list'.
  3. Choose the contact you want to merge with by checking the box next to client's name and click Merge with. All appointments and payments of the merged customers will be moved to the selected one.

Customer Address

To allow your clients to enter their address in a booking form, go to Settings > Customers. Select Make address mandatory field and enable it. Then choose address fields you want to request from the client by marking the appropriate checkboxes. Drag the sandwich icons to change their position if necessary.

bookly-pro-customers-03.png

Navigate to the Appearance section in Bookly menu > Details tab. Select the checkbox next to Show address fields option.

bookly-pro-customers-04.png

Also, there you can rename address fields if needed.

All address data entered at the Details step will be displayed in Bookly Customers section.

Customer address can be included in the email notifications by inserting the {client_address} code into your notification templates.

Entered address can also be viewable on your calendar entry if you use {client_address} code in the record template (Settings > Calendar).

In Settings > Customers > Customer address, you can configure how the customer's address will be displayed in notifications and on your calendar entry. Start typing "{" to see the available codes.

The if block can be used for conditional cases. If it is included in your content template, Bookly will check the condition and generate the content accordingly. For example, if address fields are not mandatory in your booking form, the client may skip some of them. The following configuration will display only available address fields:

{#if country}{country}, {/if}{#if state}{state}, {/if}{#if postcode}{postcode}, {/if}{#if city}{city}, {/if}{#if street}{street} {/if}{#if street_number}{street_number} {/if}{#if additional_address}{additional_address}{/if}

bookly-pro-customers-06.png

View client appointments history

You can track the full history of the client's visits. In the Appointments section, filter by customer's name and select 'Any time' in a time range drop-down.

bookly-appointments-filter-by-customer.png

Verify customer's contact information at Details step

Customer verification can be used to ensure that the contact information provided at the Details step in a Bookly booking form is correct. In Settings > Customers > Verify customer's contact information at Details step, you can choose from the following options:

  • Off – no verification codes are sent;
  • Always verify phone – a notification with verification code is sent by SMS at every new booking;
  • Always verify email – a notification with verification code is sent by email at every new booking;
  • Only if data is different from the previous order – a notification with verification code is sent only if a customer enters contact details that differ from the previous order. In case of updated email address notification is sent by email. In case of updated phone number notification is sent by SMS.

 

Watch this video to learn more about managing your customer base.

 

DEMO | VIDEO TUTORIALS | MAIN BOOKLY SETTINGS | FAQ | ADD-ONS

 

RELATED

Custom Fields (Add-on) – get all the info you want from customers.

Customer Information (Add-on) – add custom data to customer’s profile.

Online access to bookings for clients

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