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This page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page.

Customers is a centralized module that stores the details of everyone who books appointments through Zoho Bookings. Customer records can either be created automatically when appointments are booked through booking page or added manually by users. It helps businesses maintain customer information, appointment history, and booking details in one place for easier scheduling and follow-ups. You can use the Customers module to manage customer records, edit details, track appointments, standardize customer fields across your organization, and sync customer information with other products through integrations.

1. How customers work  

Once a customer books an appointment their details are stored in the Customers module along with their appointment history. Admins can view, edit, manage, and delete customer records and customize customer fields to and maintain consistent customer information across booking forms and appointment workflows. For example, a clinic can track a patient's past appointments and contact details from a single customer profile.

Who can access this feature?
Available on	All plans
Super admin, admins, workspace admins, and managers	Can add and manage all customers
Staff	Can add and manage all customers by default. However, this permission can be changed to access only their customers under Roles and Permissions settings.

2. Steps to view customers list

1. Click the Admin Center icon  in the top-right corner of the Bookings menu bar. 
2. Select Customers under Modules. You can see the list of customers. 
   
3. Select any customer to view their details. 
   
4. Click the Customer Information tab to view the customer's basic details. Click the Appointment History tab to view the list of appointments they've booked.
   
   
   
   
   

3. Steps to edit customer details

1. Navigate to Admin Center  > Modules > Customers. 
2. Hover over the required customer, click the Options icon , and click Edit. Alternatively, click the required customer's card, then click the Edit button on the next screen that appears.  
   
3. Edit the required details and click Save. 
   
   
   

4. Steps to add new customer

1. Navigate to Admin Center  > Modules > Customers. 
2. Click + New Customer on the top-right corner, and the Add Customer pop-up will appear. 
   
3. Enter the name, email address, and contact number of the customer in the pop-up.
   
4. Click Add. This adds the new customer. You can later book an appointment with the added customer. 
   

5. Manage customer fields

These fields will appear as a common template to collect customer information across your organization. You can edit and reorder these fields under this section.

 

This includes:

1. Adding a customer while booking an appointment
   
2. Adding a customer using the icon at the top-right
   
3. Adding a customer from the Customer module
   
   
   These fields will be displayed on any page that collects customer information. Wherever customer details are captured, the same set of fields along with their order and labels will appear for a consistent experience. Any changes you make (mandate, rename, or reorder fields) will automatically reflect across all relevant pages.

6. Delete customer

You can delete a customer by hovering over the required customer, clicking the Options icon , and clicking Delete.  All the details of the appointments with the customer will also be deleted from your account.