Documentation
Navigate to JoomBook → Customers. Customer management lists everyone who was created through the booking wizard or manually in the backend. From here you can view and edit customer details and open a customer's booking history.
The Customer List
The list shows all existing customers with the most important information at a glance.
| Column | Description |
|---|---|
| Status | Active or inactive. Inactive customers cannot make new bookings. |
| Name | Last name, first name. Click to open the edit panel. |
| Customer email address. If none is stored, a dash is shown. | |
| Phone | Phone number, if provided. |
| Appointments | Total number of appointments for this customer. Clicking the number jumps directly to the filtered appointment list of the customer. |
| Created | Date the customer record was created. |
Search and Filter
Use the search box at the top to search by first name, last name, or email address. Use the status filter to limit the list to active or inactive customers. The list can be sorted by name, email, and creation date.
Editing a Customer
Click on a customer name. The edit panel opens as a side panel from the right - the customer list stays visible in the background. All changes are only saved when you click Save or Apply. If you close the panel with unsaved changes, a confirmation prompt appears.
Fields in the Edit Panel
| Field | Description |
|---|---|
| Salutation | How this person wants to be addressed: Ms, Mr, No salutation or Not stated. "No salutation" is a deliberate choice and means something different from "Not stated". The field is always available in the backend, whatever the booking form is set to - on the phone you often learn it in passing anyway. |
| First Name | First name of the customer. Required. |
| Last Name | Last name of the customer. Required. |
| Email Address | Optional. People booking by phone often do not give one. Without an address this customer receives no confirmation, no reminder and no cancellation link. |
| Phone | Phone number. Optional. |
| Notes | Internal notes about the customer, visible only in the backend (e.g. preferences, special requirements). |
| Existing customer | Set this when the customer has been here before, but that visit was never recorded in JoomBook. The calendar then stops marking their next appointment as a new customer. Imported customers get this automatically. |
| Approve bookings manually | Online bookings by this customer are never confirmed automatically; they wait for your approval. The reason is visible in the backend only, never to the customer. |
| Status | Active or Inactive. |
Customers without an email address
In the backend the email address is deliberately not a required field - neither here in the customer form nor in the quick-add form of the appointment panel. Not everyone gives one over the phone, and a booking should not fail because of that.
If an address is added that already exists in the system, JoomBook rejects it and names the customer already using it. An email address still belongs to exactly one customer.
Create an Appointment Directly for a Customer
From the customer details you can book a new appointment for that customer right away - handy when an already known customer wants to schedule an appointment by phone or on site. Open the customer in the customer list and click Create New Appointment in the edit panel. The appointment form opens with the customer already pre-filled. You only need to choose service, staff member, date and time, optionally decide whether a confirmation email is sent to the customer, and save.
Creating a New Customer
Click New at the top right. The edit panel opens empty. First and last name are enough; everything else is optional. Customers are normally created automatically during the first booking in the frontend - creating one manually is meant for bookings entered directly in the backend.
Jumping to a Customer Appointment List
In the customer list, click the number in the Appointments column. The appointment list opens and automatically shows only the appointments of that customer, so you can see the entire booking history at a glance.
Deactivating a Customer
Set a customer status to Inactive when they should no longer make new bookings but you want to keep the booking history. Existing appointments remain unchanged. An inactive customer is rejected during the frontend booking process.
