Creating Detailed Customer Profiles
Comprehensive customer profiles help you deliver personalized service and build stronger relationships with your clients.
Essential Profile Information
- Contact Details: Phone, email, address, emergency contacts
- Preferences: Preferred staff, service times, special requests
- Medical Information: Allergies, conditions, contraindications
- Service History: Past appointments, treatments, outcomes
Adding Custom Fields
- Go to Settings > Customer Fields
- Click 'Add Custom Field'
- Choose field type (text, dropdown, checkbox, date)
- Set field as required or optional
- Organize fields into sections for better usability
Appointment Notes and History
Track important information for continuity of care:
- Service-specific notes and observations
- Customer feedback and satisfaction scores
- Products used or recommended
- Follow-up actions required
- Progress photos or measurements
Privacy and Data Protection
Ensure customer data is handled securely:
- Obtain consent for data collection and storage
- Implement access controls for sensitive information
- Regular data backups and secure storage
- Provide customers access to their own data
- Honor data deletion requests promptly
