Customer Management
- Customer Directory & Listing
- View complete customer list
- Search customers by name, phone, email, or customer ID
- Filter customers by branch, status, or activity
- Access quick customer overview from the list
- View customer profile summaries in a centralized directory
- Customer Profile Management
- Add new customers manually
- Update existing customer details
- Edit personal information such as name, phone, email, address, city, state, and country
- Maintain customer account status
- Store customer-related notes or internal remarks if supported
- Customer History & Relationship Tracking
- View customer appointment history
- View customer order history
- Review past services and purchases
- Track cancellations, refunds, and booking behavior
- Access customer activity timeline for better service context
- Customer Search & Quick Lookup
- Search customers during booking flow
- Search customers during order creation
- Quickly link an existing customer to an appointment or order
- Support fast lookup for front-desk or admin operations
- Customer Creation During Operations
- Add new customer while creating a booking
- Add new customer while creating an order
- Update customer details on the fly during operations
- Avoid interrupting booking/order flow when customer does not already exist
- Contact Validation & Duplicate Prevention
- Validate email uniqueness before saving
- Validate phone number uniqueness before saving
- Prevent duplicate customer records
- Ensure customer contact data consistency across modules
- Reduce data-entry errors during registration or manual customer creation
- Dynamic Forms & Custom Input Fields
- Create custom customer input fields
- Support dynamic registration/profile forms
- Add business-specific attributes beyond default fields
- Update or remove custom fields as needed
- Capture extra customer information based on business requirements
- Customer Data Structure & Segmentation
- Store both standard and custom profile information
- Group or categorize customers if needed through data fields
- Support branch-aware customer data handling
- Maintain richer customer profiles for repeat business and reporting
- CRM Support for Operations
- Use customer records in bookings
- Use customer records in orders
- Link customers with refunds, payments, and loyalty features
- Provide staff with customer context for service delivery
- Centralize customer-related data across the platform
- Customer Experience Support
- Maintain a single profile across appointments and purchases
- Improve repeat booking flow by reusing stored customer details
- Make it easier to personalize service using past history and profile data
- Support smoother communication through validated contact details
- Administrative Controls
- Manage customer records centrally from admin/business side
- Keep customer database clean and up to date
- Improve reporting accuracy with validated customer data
- Support future CRM-related workflows such as marketing, segmentation, or retention