Day to day
Customers
The directory every booking fills in, how people are matched, and their history.
Everyone who books — on your booking page, at the front desk or through the API — is added to your customer directory automatically. Open it from Customers in the rail. The heading says how many customers are on file.
How customers are matched
When a booking comes in, CalendarBook looks for an existing customer by phone number first, then email. A match adds the booking to that customer's history; no match creates a new customer. That is why the phone number is required by default — it is how a regular is recognised, whatever name they type this time.
The list
- Search by name, phone or email.
- Columns: Customer, Contact, Bookings, Last visit and Customer since.
- Each row's menu: Booking history, Edit details and Delete customer.
A customer's details
| Field | Use |
|---|---|
| Name | As they gave it. |
| Phone | How they are reached and matched. |
| For Google Calendar invitations. | |
| Tags | Comma-separated, like regular, vip. |
| Notes | Anything your team should know. |
Use New customer to add someone before they book. Every role — Owner, Admin, Provider and Staff — can add and edit customers.
Price and paid
Each booking can carry a price and whether it was paid (open the booking on the board). The Home page adds up what was collected as Revenue, and counts new customers each month.
Something here does not match what you see in the app? Tell us — a person reads every message.