Add a customer

You keep all your customers and prospects in one list. People who submit your site's contact form or book appointments automatically get added; you can also add people manually.

Steps

1. In the panel, from the left menu under My Business, click the Customers tab.
2. Press the Add Customer button.
3. Fill in the First name field (required); optionally add Last name, Phone, and Email.
4. In the Notes field, write details you want to remember (e.g., "Prefers Saturdays").
5. Use Tags to group the person — just type a tag and press Enter.
6. If the customer uses WhatsApp, toggle the relevant switch; a WhatsApp button will appear on their card.
7. Click Save.

Prospects vs. customers

The list automatically categorizes people: the Prospects tab shows anyone who hasn't bought yet (unconfirmed appointment or contact form submission), and the Customers tab shows those with at least one invoice or confirmed appointment. You don't need to mark anything — once someone has their first invoice, they move to the customer tab.

Customer card

When you click someone in the list, their customer card opens. Tabs on the card give you access to everything:

• General — contact details, notes, and tags.
• Messages — your message history with this person.
• Invoices — invoices sent and payment status.
• Appointments — past and upcoming appointments.

tip

Use the Send email button on the card to write an email without leaving the panel.

Related articles

• Import your customer list
• Create an invoice
• Read and reply to messages