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 .
Watch this video to discover the main Bookly settings and features.
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.