Can I search for a specific member?
Yes. Search the customer list by name and open the matching record. This is useful when someone calls about a class or visits the front desk.
Customer Management
Find the member, their bookings and the details behind the question.
- Search for a member by name
- Review the customer record
- Keep contact details current
No credit card needed
See it in action
Front-desk example: a booking question
“Amelia calls about her next visit. I search her name and open her record. Her details are there while we talk, so I don't have to ask her to explain everything again.”
Front-desk manager
Finding the right customer record during a phone call.
Update the member in front of you
Yi-An has changed contact details. Open the correct customer record and keep the information your team uses for bookings and follow-up in one place.
Check another member's account
Grace asks about her class pack. Open her account summary to review her purchases and activity before answering, without mixing her details with another member's.
Frequently asked questions
A little clarity before you start.
Can staff update a customer's details?
Staff with the relevant permissions can edit the customer record. For example, correct a phone number while the member is at reception.
Are customer records separate for classes and appointments?
No. Classes and appointments use the business's customer records. Open the member's record when helping them with either type of visit.
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Try the Booking System for 7 days
All Features Included
- ∞Unlimited bookings
- ✨All AI features included
- 🌐Your own branded booking website
No credit card needed