The Customer Management page allows you to view, manage, and organize all customer records in one place. It provides tools for searching, filtering, exporting, importing, and performing quick actions on customer data.

This page displays a structured list of all customers along with their key details.

Use the search field to quickly find customers by:

• Name
• Email
• Mobile number

Typing in the search box will instantly filter the results.

Located next to the search bar.

This dropdown allows you to filter customers based on assigned categories or icons, such as:

• VIP
• Regular
• New

This helps in quickly segmenting customers without opening advanced filters.

Combine duplicate customer records into a single profile.

Useful when:

• The same customer is added multiple times
• Data needs to be consolidated

Download the customer list.

• Backup
• Reporting
• External analysis

Upload customer data in bulk.

Used for:

• Data migration
• Adding large customer lists

Create a new customer profile manually.

Checkbox used to select one or multiple customers for bulk actions.

Displays the customer’s full name.

Customer’s registered email address.

Customer’s contact number with country code.

Indicates the customer’s gender.

Shows whether the customer is:

• Active – Currently active
• Inactive – Not active

Each row includes quick action icons such as:

• Edit customer details
• Delete customer
• View additional options or history

The Customer Filter panel provides advanced filtering options to target specific customer groups based on behavior, usage, and booking data.

Click the filter icon next to the search bar to open the advanced filter popup.

Select a customer category or icon to filter customers by their assigned label.

Examples:

• VIP
• Regular
• New

Choose one or more service categories to filter customers based on the types of services they have booked.

This helps identify customers by service category usage.

Select specific services to filter customers who have booked those services.

Useful for:

• Targeted promotions
• Service-specific campaigns

Select service categories that the customer has never booked.

This is useful to:

• Identify gaps in service usage
• Plan upsell opportunities

Choose specific services that customers have not used yet.

Helpful for:

• Cross-selling
• Personalized marketing campaigns

Select a package to filter customers who have purchased or are associated with a specific package.

Select the start date to filter customers with bookings from this date onward.

Select the end date to filter customers with bookings up to this date.

Enable this option to target customers who are subscribed to notifications.

Select the booking status to filter customers.

Example:
Active : Targets customers who currently have bookings within the selected date range
This is especially useful when sending offers or reminders to active customers only.

Save : Apply the selected filters and update the customer list.

Close : Close the filter panel without applying changes.

• Keep customer data updated
• Use filters for targeted campaigns
• Avoid duplicate entries by merging records
• Regularly export data for backup
• Use unused service filters for upselling

The Add / Edit Customer page allows you to create and manage customer profiles. This information is used for bookings, communication, reminders, and marketing activities.

Use this form to store essential customer details and control how they receive notifications.

This page enables you to:

• Create a new customer profile
• Update existing customer details
• Configure communication preferences
• Manage booking eligibility

This section is used to store all relevant customer information for future interactions.

Located at the top-right corner.Clicking this will return you to the customer listing page without saving any changes.

Enter the full name of the customer. This helps in identifying the customer across bookings, invoices, and reports.

Enter the customer’s email address. This is used for:

• Sending invoices
• Booking confirmations
• Promotional offers
• Notifications

Enter the customer’s mobile number. This is used for:

• SMS notifications
• WhatsApp communication
• Appointment reminders

Select the appropriate country code before entering the mobile number. This ensures correct delivery of SMS and WhatsApp messages.

Upload a profile image for the customer. This helps staff visually identify customers during visits.

Select the customer’s date of birth.
Used for:

• Sending birthday wishes
• Offering birthday promotions
• Personalizing customer experience

Select the anniversary date (if applicable).
Used for:

• Sending anniversary greetings
• Offering special promotions

Select the customer’s gender. Options typically include:

• Male
• Female
• Other

This helps with personalization and reporting.

These options control how the customer receives communication.

Enable this option to send appointment reminders via:

• Email
• SMS
• WhatsApp

Helps reduce missed appointments.

Enable to automatically send:

• Birthday wishes
• Special offers

Improves customer engagement.

Enable to allow:

• Promotional messages
• Campaign updates
• Offers and discounts

Useful for marketing and retention.

Enable this option to restrict the customer.

Blocked customers:

• Cannot make bookings
• Will not receive communications

Useful for managing problematic or restricted users.

Submit : Click Submit to save the customer details.

• Creates a new customer (Add mode)
• Updates existing details (Edit mode)

Cancel : Click Cancel to exit the page without saving any changes.

• Always enter accurate contact details
• Enable reminder notifications to reduce no-shows
• Use marketing notifications carefully to avoid spamming
• Upload profile images for better identification
• Keep customer data updated regularly

The Customer Bookings page allows you to view and track all appointments associated with a specific customer. It provides detailed booking history along with filtering options to quickly find relevant records.

This page helps staff monitor customer activity, service usage, and appointment status.

This page displays:

• Customer details
• Booking history
• Service-wise and date-wise filtering options

Displays the customer’s full name.

Shows the customer’s registered email address.

Displays the customer’s contact number with country code.

Select a start date to view bookings from that date onward.

Useful for:

• Checking recent activity
• Filtering by a specific time period

Select an end date to view bookings up to that date. Used together with From Date for custom date ranges.

Select a specific service to filter bookings.

• This is a dropdown field
• Displays available services
• Helps track service-specific bookings

The main table displays all bookings based on selected filters.

Shows the name of the booked service.

Displays the branch or location where the service was booked.

Shows the assigned staff member for the service.

Displays the appointment date.

Shows the scheduled appointment time.

Indicates the booking status, such as:

• Confirmed
• Completed
• Cancelled
• Pending

If no bookings match the selected filters, the table will display:
“No Data Found”

This means:

• No bookings exist for the selected criteria
• Or the customer has no booking history

• Use date filters for faster results
• Check booking status before taking actions
• Monitor repeat services for upselling
• Use data for personalized marketing

The Customer Rewards page allows you to manage and track reward points assigned to a customer. It helps in maintaining loyalty programs, tracking reward history, and encouraging repeat visits through incentive-based engagement.

This page provides:

• Customer summary details
• Reward points history
• Options to add or remove reward points

Displays the customer’s name.

Shows the registered email address.

Displays the contact number with country code.

Use the search field to quickly locate specific reward entries. You can search by:

• Date
• Action type
• Points value

This helps in quickly finding specific reward transactions.

Located on the top-right of the page.

Use this button to assign reward points to the customer.

Typical use cases:

• Loyalty rewards
• Promotional offers
• Manual adjustments

Use this button to deduct reward points from the customer.

Typical use cases:

• Redemption of points
• Corrections or adjustments

The main section displays a detailed history of reward transactions.

Shows the date when the reward activity occurred.

Displays the number of points added or deducted.

Indicates the type of transaction.

Examples:

• Added
• Redeemed
• Adjusted

Shows the cumulative reward points balance after each transaction.

Displays the staff member or system responsible for the reward action.

• Add rewards consistently based on business rules
• Clearly track reward adjustments
• Monitor total points regularly
• Use rewards to improve customer retention