Your customers reach Bookables three ways: they come across with your business if you used Bookables before, they're added when they book with you, and you can add anyone yourself with Add customer.
Your business, team, services, hours, customers and bookings come across with you. Sign in with your usual email: you get a code by email instead of a password. Your customers' records show Imported under Added on their Details.
Every customer who books online, from your listing, your own link or the marketplace, gets a record the moment they book. Ask your regulars to book their next visit through your link and their record builds itself, with their contact details filled in by them.
For people who book by phone or in person, add them as you go.
Open Customers
Choose Add customer.
Add their name and an email or phone
One of the two is enough. Businesses that travel to customers can add an address too.
Choose Add customer
Their record opens, ready for a booking.
Then add what you need for the visit: their pets, people, places or vehicles under Household, and a Staff alert on Details for anything your team must know.
A customer you added by hand may later book online with the same email or phone. When two records look like the same person, the record shows Possible duplicate.
Choose Compare and merge
The two records show side by side.
Pick the details to keep
Choose the name, email and phone under Keep these details.
Choose Merge records
Bookings, notes and history from both stay on the merged record.