Customer List

Video Walkthrough

What This Page Solves

Provides a searchable customer index for daily service follow-up, return tracking, and profile lookup.

Entry

• Open this page from its module navigation.
• Related SOPs: /en/docs/02-daily-sop, /en/docs/03-customer-service
• Module: customer

Before You Start

• Confirm salon scope and active date/filter context.
• Decide which segment you need (new, returning, inactive, VIP).
• Prepare identifiers (phone, name, booking ID) for precise lookup.

Steps

1. Apply search and filters to isolate target customers quickly.
2. Review list columns (last visit, spend, tags, status) to prioritize outreach.
3. Open selected customer record for detail actions or notes.
4. Return to list and confirm status/tags update correctly after actions.

Acceptance Checklist

• Target customers are found quickly with the chosen filters.
• List information matches customer detail records.
• Follow-up priorities can be actioned directly from list context.

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: CustomerList