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The Customers page (/admin/customers) is your CRM. Every customer who has ever booked with you is here, with their full history.

What a customer record contains

For each customer, you can see:
  • Name and phone number (the unique identifier — same phone = same customer record)
  • Email (optional, captured on the booking form)
  • Total bookings (lifetime)
  • No-show count — useful for spotting unreliable customers
  • Last visit date
  • Lifetime value — total amount paid across all bookings
  • Booking history — every booking they’ve ever made, with status

Searching

Use the search bar at the top to find a customer by:
  • Name (partial match works)
  • Phone number (with or without country code)
  • Email address

Adding a customer manually

Most customers are created automatically when they book. If you want to pre-create a record (e.g., for a phone-in booking), click Add Customer at the top right and enter their name, phone, and email. When that customer later books online with the same phone number, the records merge automatically — no duplicates.

Customer detail view

Clicking a customer opens their detail page with:
  • All their bookings (chronological, newest first)
  • Notes field — private notes only visible to your team (e.g., “Prefers Sarah as stylist”, “Allergic to lavender”)
  • Edit contact info — update name, phone, or email if they were entered incorrectly

Tip: spot loyal customers

Sort the customer list by Total Bookings descending to see your top customers — great for designing loyalty rewards or sending personalized outreach.

Privacy note

Customer data is scoped to your business only. Other businesses on AppointFlow cannot see your customer list. If a customer books at multiple businesses, each business sees only their own bookings with that customer.