Customer Detail

Video Walkthrough

What This Page Solves

Consolidates customer history, preferences, and interaction notes to support personalized service decisions.

Entry

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

Before You Start

• Verify you opened the correct customer identity before editing.
• Review recent bookings/orders/notes to avoid conflicting updates.
• Decide whether this session is read-only review or active profile update.

Steps

1. Scan key sections: profile basics, visit history, spend, tags, and notes.
2. Update relevant fields or add new follow-up note based on latest interaction.
3. Save changes and verify updated values appear in detail timeline/history.
4. Check list view reflects key detail changes (status/tag/last contact).

Acceptance Checklist

• Customer detail reflects latest service and communication context.
• Edits are visible in both detail and list surfaces.
• Profile history remains traceable for future staff handoff.

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: CustomerDetail