The Customers page lists everyone who has booked with you, so you can look up contact details, view and manage each person's bookings, and quickly book them again if needed.
Find a customer
The list shows each customer's email, phone, last booking, next booking, and balance due. Search by name, email, or phone, and sort by name, last booking, or next booking.
View a customer's details
Click a customer to see their contact details, number of bookings, balance due, and every booking they have made.
Book a customer again
On the customer's details page, click Book an appointment to start a new booking for them. You can also book returning customers from the calendar: when you type their name in a new booking, they appear as suggestions and their phone and email are filled in. See 07 Managing bookings and the Dashboard.
How customers are added
The customer list is built from bookings. When someone books online, they are also saved as a customer in your SwipeSimple account, matched by email and name.
You cannot add or edit customers on the Customers page without setting them up with a Booking. Each booking keeps the contact details it was made with, so later changes to a customer's details do not change past bookings.
