Customer

A Customer record stores contact and referral details for someone who visits a shop — used across appointments, offers, packages, and billing.

You need at least one shop before you can add a customer — see Shop.

Open Business → Customer

Shows every customer added so far. Use the Shop filter, with Reset / Apply, to narrow the list down.

Click + Add Customer and fill in the details

Field	Required?	What to enter
Shop	Yes	Which shop this customer belongs to
Full Name	Yes	Customer’s name
Email	No	Customer’s email address
Phone Number	Yes	10-digit number
Address	No	Customer’s address
Referral Type	No	How this customer was referred — picking Owner disables Referral Code below; any other type keeps it enterable
Referral Code	No	The referring customer’s code, if Referral Type isn’t Owner

Save to add the customer.

Customer Enquiries

A list of enquiries submitted by customers, for you to browse and review.

Click Customer Enquiries

Use the Customer Name, Enquiry ID, Shop, and Phone filters, with Reset / Apply, to narrow the list down.

Each row shows the Customer, Phone, Shop, Subject, Message, and Enquiry Date. Click View Details to read the full message.