Customers
Details of all the customers who have booked an appointment for any of your services, staff, resource, or workspace, are stored in the Customers section. New customers can be added or deleted from this section.
Click Settings 
icon and select Customers.
Details of a customer can be viewed by clicking the customer record. The Customer Info section displays the contact information of the customer.
The Appointment History section lists all the appointments booked by the customer. Click on an appointment to view a summary. You will be taken to the appointment summary page where you can see more details about the appointment.
New customers can be added by clicking the + icon. Customers are added in this section without associating them with an appointment. The customers you add here can be later associated with new appointments created from the calendar view or the list view.
To search for a customer, enter the name or any other details of the customer in the search bar.
Export customer list
To export the customer list, click the three-dotted icon on the left side and select the file format to export.
The downloaded file will have the below details
Note: If you have more than 10,000 customers, you will be redirected to a request ticket submission window. Once you submit it, our support team will get back to you with the customer list.
The downloaded file will have the below details
Note: If you have more than 10,000 customers, you will be redirected to a request ticket submission window. Once you submit it, our support team will get back to you with the customer list.
To delete a customer, click the delete icon for the selected customer. Please note that all details of the appointments with the customer will also be deleted from your account.
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 restriction.
Access your files securely from anywhere
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