Customer List and Search

Video Walkthrough

What This Page Covers

Find the right customer fast and decide who should follow up today.

Roles and Estimated Time

• Roles: front desk / manager / customer support
• Time: 3-6 minutes

Entry

Customers -> Customer Management

Before You Start

• Confirm you are in the correct salon.
• Confirm the team uses a shared tag dictionary (for example: New Customer, dormant, high-value, follow-up).
• Confirm today’s follow-up target list is ready.

Steps

1. On Customer Management, type a keyword in the search box (Search by name, phone number, tags, or notes...).
2. Search with name, phone number, and tags to narrow to the target customer.
3. Open the customer card and verify key info (phone, tags, and recent notes) before outreach.
4. If you need to create a missing profile, tap Add in the top-right or the floating + button.
5. If duplicate profiles are found, mark them for merge review before contacting the customer.

Acceptance Checklist

• Target customer can be found in under 30 seconds.
• Team can repeatedly find the same customer with stable search keywords.
• Priority customers are clearly identified for follow-up.
• Duplicate-risk profiles are flagged for cleanup.

Key Notes

• Check salon context before searching to avoid cross-salon mistakes.
• When customers share the same name, use phone number and tags as the primary match keys.
• Verify identity before sending messages or making calls.

FAQ

Too many customers share the same name.

Use phone number plus tag combinations to narrow the list.

A newly created customer is not visible.

Confirm the customer was created in the current salon, then refresh and re-search.