Customer Management

Customer Management Overview

Your AI agent automatically creates customer profiles during interactions. Access all customer information, booking history, and loyalty program participation in the Customers section.

Searching Customers

Use the search bar at the top-right of the customer dashboard to find customers by:

• Email (full or partial)
• Phone number (with or without country codes)

Search works in real-time with partial matches and is case-insensitive.

Managing Customer Profiles

Viewing Customer Details

Click any customer row to open their profile panel with:

• Basic contact information
• Address details (expandable)
• Customer preferences and notes
• Complete reservation history
• Active loyalty programs

Adding New Customers

Click "New Customer" to manually create profiles. Required fields:

• First name
• Email
• Phone number

Editing Information

All customer information can be edited directly in the profile panel with automatic saving and real-time validation.

Loyalty Program Enrollment

Enrolling Customers

1. Open customer profile
2. Scroll to "Loyalty Programs" section
3. Click "Add to Program"
4. Select program and set:
   • Starting balance (points/credits)
   • Expiration date (if applicable)
   • Enrollment notes

Managing Programs

View Program Status: See active programs, balances, and expiration dates Update Balances: Adjust points/credits and expiration dates Remove Enrollments: Delete program participation (cannot be undone)

Bulk Enrollment

Enroll multiple customers during CSV import by selecting a program and setting default values.

Reservation History

Viewing Reservations

Each customer profile shows complete booking history including:

• Service details and scheduling
• Booking status and staff assignments
• Booking creation dates

Accessing Reservations

Click any reservation to open the full reservation details in the reservations dashboard for modifications or cancellations.

Customer Import

CSV Import Process

1. Click "Import" on customer dashboard
2. Select CSV file with required headers:
   • Required: firstName, email, phone
   • Optional: lastName, address, city, state, country, zipcode
3. Set default country for phone formatting
4. Optionally assign customers to loyalty programs
5. Review and confirm import

The system validates data and provides error reports for failed imports.

Integration Features

Reservation System: Customer information auto-populates in booking forms AI Agent: Accesses customer history during conversations for personalized responses Automatic Updates: Customer profiles update based on AI interactions

Troubleshooting

Can't find customers: Check search terms, try partial matches, or use alternative contact methods Program enrollment fails: Verify program is active and required fields are completed Import issues: Check CSV format, email/phone formatting, and special characters

What's Next?

• Staff Management - Set up team assignments and schedules
• Calendar Management - Configure booking availability