Booking Customers

Booking Customers are the people who make or receive appointments.

The Customers list provides the Booking module’s customer records for appointment operations and history.

What this feature is for

Booking Customers are the people attached to appointments. The customer record lets staff see booking history and reuse contact information without treating every appointment as an unrelated person.

A practical way to use it

Search before creating a customer so the same person is not duplicated.
Keep contact information accurate because confirmations and booking communication can depend on it.
Use Customer Groups when a shared discount/segment rule is appropriate.
Open the customer history before changing or deleting a record that is tied to appointments.

How it connects to other features

Appointments connect the customer to Services/Staff and financial records. Customer Groups can affect pricing through their configured discount. A core User account is a sign-in identity and should not be confused with the Booking customer record, even when the two are linked.

What to expect after changes

Customer contact changes affect future communication. Merging/duplicating customers can fragment booking history, so search by email/phone before creating another record for the same person.

Where to find it

Open Booking → Customers.

Using the customer list

Use Appointments, Value this month and Customer value to understand relationship history, while Group/Tags help segment customers. Keep one record per person where possible so booking history, discounts and value metrics remain together.

Field and action reference

Use the tables below when you need the exact meaning of a field, column, filter or action. Read the workflow and dependency sections above first so each option is used in the right context.

Using the list page

Column	Use
Customer	Shows the customer value recorded for each row.
Customer Group	Shows the customer group value recorded for each row.
Email	Shows the record’s email address.
Phone	Shows the record’s telephone number.
City	Shows the city value recorded for each row.
Tags	Shows the tags value recorded for each row.
Appointments	Shows the appointments value recorded for each row.
Value this month	Shows the value this month value recorded for each row.
Customer value	Shows the customer value value recorded for each row.
Actions	Contains the management actions available for the record.

Field reference

Field / option	Use
Name	The human-readable name used to identify this record.
Email	The email address associated with this account or record.
Password	Sets the sign-in password for the related account.
Customer Group	Associates the customer with a configured customer group.
First Name	Collects/stores the customer’s first name when the form/profile uses separate first and last names.
Last Name	Collects/stores the customer’s last name when the form/profile uses separate first and last names.
Phone	The contact telephone number.
Birthday	Collects the customer’s date of birth when that optional profile field is enabled.
Gender	Stores the optional gender value on the Booking customer profile.
Address	Stores the physical address used for the location/customer record.
City	Collects the customer’s city as part of the booking/customer address.
State	Stores the customer’s state/province/region.
Postal Code	Collects the postal/ZIP code used in the customer’s address.
Country	Selects the country associated with the address, zone, or tax rule.
Tags	Adds administrator-managed labels to the Booking customer for organization/segmentation.
Is Active	Controls whether this record is treated as active.
Notes	Stores general notes associated with the record.

Actions available

Create
Edit
Delete

Booking Settings · Services · Appointments · Overview