New Customer

Video Walkthrough

What This Page Solves

Creates a new customer profile with required contact and preference data for smooth future bookings.

Entry

• Open this page from module navigation.
• Module: customer

Before You Start

• Collect minimum required fields (name, phone, consent/communication preferences).
• Check for duplicate customer records using phone/email search first.
• Confirm privacy and data-use policy before saving personal info.

Steps

1. Open create form and enter core customer identity/contact fields.
2. Add optional profile data (birthday, notes, preferred technician) when available.
3. Save profile and verify system assigns unique customer record.
4. Open created profile to confirm fields and communication preferences persisted.

Acceptance Checklist

• New customer profile is created without duplicate conflict.
• Required contact fields are complete and valid.
• Saved profile can be retrieved immediately in customer list/search.

FAQ

Why does the update not show immediately?

Check cache/filters, then refresh the page and reopen related detail view.

Why are results different across staff accounts?

Compare salon scope, date filters, and role permissions before further troubleshooting.

Page Metadata

• Module: customer
• Route: CustomerCreate