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 separate columns (for non-widescreen monitors press + near the client’s name).
Notice there’s the "import" 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 .
How to merge duplicate contacts
If you have more than one record of the same client, you can merge them.
- To select duplicate contacts, check the boxes next to their names.
- Click on Select for merge and they’ll be listed below in a ‘Merge list’.
- Choose contact you want to merge with by checking the box next to its name and click Merge with. All appointments and payments of the merged customers will be moved to the selected one.
Watch this video to learn more about managing your customer base.
Try this demo to see Bookly in action.
Custom Fields (Add-on) – get all the info you want from customers.
Customer Information (Add-on) – add custom data to customer’s profile.