Customer Detail and Follow-up

Video Walkthrough

What This Page Covers

Use customer history to plan the next contact and keep follow-up traceable.

Roles and Estimated Time

• Roles: front desk / support / manager
• Time: 5-10 minutes

Entry

Customers -> Customer Management -> Customer Details

Before You Start

• Confirm customer identity by name and phone number.
• Confirm there is at least one recent booking/order record to reference.
• Align team follow-up status wording before updates.

Steps

1. Open Customer Details and review history in tabs like Bookings, Orders, and Gift Cards.
2. Check customer stats such as Last Visit, Visits, and Total Spent to identify priority level.
3. Tap the edit action, update Customer Tags and Notes, then tap Update.
4. Record communication outcome in notes (replied, pending, no response) and include the next action.
5. If there is a complaint or risk signal, add a high-priority tag and notify the responsible manager.

Acceptance Checklist

• Priority customers are clearly marked with usable tags.
• Follow-up notes are understandable by any team member.
• One sampled customer shows a complete follow-up trail (context, action, result).
• Updated information is visible after refresh.

Key Notes

• Always verify identity before follow-up.
• Keep notes factual and action-oriented.
• Update tags and notes together so list search and detail context stay in sync.

FAQ

Reminder did not trigger.

Check reminder setup, notification permissions, and owner assignment process in your workflow.

Status not updated after follow-up.

You may have updated notes only; also update tags/status fields and confirm Update was saved.