Documentation

Choose Add Customer. A name is enough for sales, but appointments need both email and phone. Select a customer's row later to update their details.

Select a customer to open their profile: contact details, total spent, number of visits, when they became a customer, when the record was last updated and any notes. Totals grow as sales and appointments are linked to them, which is also what ranks them in the Customers report. Edit changes their details. A default customer cannot be edited, and its Edit button says why.

During checkout, select the customer icon to search by name, email or phone, or create someone new on the spot. The sale then counts toward their totals.