Skip to main content

Add, Edit, or Delete Customers

The basics of creating or modifying customer profiles

Updated today

Customer profiles make it easy for you to manage contact information for your clients, while keeping track of notes, appointments, and spending habits.

⛔︎ Need to block a customer from booking with your business? Learn how

Adding or removing a customer profile (web app)💻

  • Start by clicking on the Customers tab, then choose the (+) button, next to the search field.

  • Next, add the customer name and contact information and save your changes.

  • To delete a customer profile, click the three buttons on the top right (while in the customer profile), and select Delete.


Adding or removing a customer profile (mobile)📱

  • Navigate to Customers and choose the +Customer button.

  • Then, add your customer's name and contact information. Tap Create in the top right corner when finished.

Note: Be sure to add an email address, so the customer will receive a confirmation or reminder email for any appointments they book with your business.

Now that the customer profile is added, you can perform a few different actions:

  • Tap the Phone, Chat, or Email icon to start a call, text, or email with the customer, using their contact information on file.

  • Tap the name row to edit the customer's contact information.

To delete a customer profile, tap the three dots in the top right corner and select Delete.


Did this answer your question?