1. In a nutshell

Customers can either be added by users directly from the app, or automatically when they book through your booking page. Once they schedule with you, they will be added as Customers in your Bookings organization. Their details and appointment history can be viewed under the Customers module. Additionally, Zoho CRM can be synced to Zoho Bookings by integrating with the respective product.

2. Feature availability

• Available for all plans.

• Roles

• Super admins, 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. 
  
  

3. 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.
   
   
   
   
   

4. 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. 
   
   
   

5. 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. 
   

6. 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.

7. 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.

8. Point to note

• To delete customers with upcoming appointments, those appointments need to be completed or canceled.  
• Registered customers cannot be deleted at this time. We will soon be releasing a solution for this limitation.
  
• Under Custom Labels, you can rename Customers to any term that suits your business needs (for example, Clients, Participants, or Patients). This customized label will appear across all relevant sections in your Bookings account for a consistent experience.
   
  

9. Related links

1. Add users
   
2. View appointments (List view)