How do I open a customer profile?
Go to Customers in the side menu and click the customer's name. You can also get there from an appointment, through the customer in the appointment details.
What is in a customer profile?
At the top you see how many appointments, no-shows and cancellations the customer has, and their last visit. Below that are the tabs:
- Overview: name, email address, phone number and your custom customer fields.
- Appointments: every appointment, past and planned.
- Notes: internal notes from you and your team.
- Files: documents and photos for the customer. Only with the File storage module.
- Communications: which emails and messages the customer received from you, and whether they arrived.
- Booking patterns: the favourite service, staff member, day and time, and roughly how often the customer comes in.
- Data retention: how long the data is kept. Only with the Data retention or Keep indefinitely module.
Custom customer fields
If you want to record more than a name and contact details, for example a colour formula or allergies, create custom fields under Administration > Customer data. With Profiles you group fields that only apply to some of your customers. You fill the fields in on the Overview tab.
A field holding health data is visible to everyone in your team, employees included.
Can I edit customer details?
Yes, as an owner or admin. Click Edit in the customer profile to change the name, email address, phone number or custom fields.
Adding notes
Notes are only visible to you and your team, never to the customer. Pin a note when something always needs to be in view, such as an allergy. A pinned note sits at the top.
Can a customer see their own details?
Customers don't have a login account. Through the link in their confirmation email they can see and manage their appointments, though; see How customers reschedule or cancel their own appointment.
If the Own details module is on, a customer can also change their own name and phone number through that link. From the Groei plan up you can open custom fields to them there too. For new businesses that module is on by default.
Keeping and deleting data
Stippa anonymizes a customer automatically once they have been inactive for a while, by default after 24 months. You set that period yourself; see Setting your data retention period.
You delete a customer from the three-dot menu in the customer profile, with Delete. The customer disappears from your customer list. Appointments and receipts are kept, because they are part of your records.