Open Customers and search using the name, phone number, or email collected on previous entries. Narrow the results with the date, location, and list filters, and choose the correct customer when several records have similar details.
Select a customer to open Customer details. The profile shows activity from the past 365 days and upcoming bookings, including previous queue entries, bookings, and guest-list entries with their dates, lists, and statuses. Open an individual visit for its timeline, notes, and custom-field context.
History reflects the data collected at the time. Entries without matching contact details may not appear under the same customer record.
Use customer information only for legitimate service and account purposes. Correct inaccurate details, tags, or notes in Customer details and select Save customer rather than adding duplicates. Where the plan allows it, Export CSV downloads customer details without visit records.