Contents

  1. The customer register

    1. Uploading your customer register

    2. Downloading your customer register

  2. The customer card

    1. Adding a new customer

    2. Removing a customer

    3. Merging customers

The customer register

You can find the customer register under the Customers tab. Here is where you will find all your customers and information about them.

You have two tabs under Customers. The Customers tab, which lists all your customers, and the Email list tab, which gives you a list of all emails, these you can copy and paste to another program if you wish. This list can also be filtered to either be all emails, or only those with email marketing allowed.

Customer register

Uploading your customer register

You can use the upload button in the top right corner to upload your register. Once the register has been uploaded our Customer Happiness team will process the register (removing duplicates, etc.) and add it to your account.

Note! The register must be in a spreadsheet compatible format (generally .csv, or .xls).

Downloading your customer register

You can download your register via the document icon. The file will be in .csv format and include name, email, phone, address, postal code, marketing permissions, date of creation, and ID. Note that downloading the register is only available to higher user levels.

The customer card

The customer card is where you find all the information about a customer collected. You can access this card either through a booking using the information button, or through the Customers page, by looking up a customer and selecting them. To select a customer simply click the row with the customer’s name or the green pen button.

Adding a customer is done with the plus button, which opens up a new window where you can write the information of the customer. Note that only Name, Phone, and/or Email, are required fields to create a new customer.

Adding any of the aforementioned in a booking will also create a new customer if this customer does not already exist in the customer register.

The last way for a new customer to show up in the customer register is if a new customer books a time through your onlinebooking.

Customer information

Customer information is where you will find all the relevant information about the customer.

For a customer to be added to the customer register they must have at least a phone number, or email address. When a customer books through online booking they will always add a phone number and email address as part of the process.

If you wish to add the requirement for address or similar to the booking process please contact Customer Happiness and they can help you with that.

Customer information will always be shown in the calendar when you open the booking for that customer, so if there is something you wish to always be able to see for that customer you can write it there.

Didn’t show up is where you can note if a customer missed a booking. Note though that it will not be visible directly in the calendar, only in the booking window.

Regular customer allows you to mark a customer as a regular of a particular User. This will be indicated by the heart icon in the calendar when the booking is on that User, as well as listed in the booking window.

Discount percent will apply an automatic discount percentage on all products and services, when the customer is taken to checkout.

Email & SMS marketing allowed will allow you to filter on the Marketing page if you wish to only send messages to customers that have allowed either, or both of the aforementioned.

Hand over data allows you to print or email all the information the salon has regarding the customer. Note that this also includes additional information you have written regarding the customer, so it is recommended that you don’t write anything inappropriate here.

Removing a user

Remove request can be used to remove all data regarding the customer. Note that due to the removal of all data it must be done manually and can therefore take up to 30 days. If you accidentally mark a customer for removal, then you can contact Customer Happiness to cancel it.

We recommend you use the merge button instead of remove if you wish to remove a duplicate customer, since that way the booking info will be saved, whereas remove will completely delete it.

Booking History

You will find the booking history of a customer on the right side of their customer card, this collects all previous, and upcoming bookings of a customer, as well as information about these bookings (if there are any).

Summary gives you a list of the total number of bookings as well as the total amount spent (if you use the cash register) on bookings for the customer.

What will be displayed for an individual booking

A single booking will show the following information:

  • When the booked time is.

  • Where the booking was made (By phone/ manually means the booking was done in the salon, From online booking, or From Marketplace.)

  • The User the booking is for, this is mainly for combo bookings where there are multiple bookings with different Users.

  • The sum paid, if the booking has been paid.

  • Additional information regarding the booking.

In the booking history column itself there are a number of actions you can do:

  • Re-send the booking information with Send message.

  • Add a booking. This button will open the booking window like in the calendar.

  • Print booking information. This will allow you to print a booking confirmation, which is optimised for receipt printers, for all the upcoming bookings.

  • Open the receipt by clicking on the booking.

Hint!

If you can’t find a booking in the booking history, it’s likely that there is a duplicate of the customer. Find the duplicate by name, number, email, or by finding a booking in the calendar and going to the customer card from there. You can then merge these using the merge button in the top right hand corner.

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