Open the customer records area and search using the name, phone number, or email collected on previous entries. Choose the correct customer when several records have similar details.
The record can show previous visits and bookings, their dates, lists, statuses, and saved customer information. 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 through the available edit flow rather than adding duplicates.