View your client list and client profiles
See all your clients at a glance with their visits, last appointment and spend. Open a client profile for the full history or export everything as CSV.
On this page
Everyone who books with you is added to your client list automatically. You don't have to enter anything: Bitbooking groups appointments by email address. For each client you see how often they come, when they last visited and what they've spent.
Search and sort clients
Step 1: Go to Customers.
Step 2: Type in Search name, email or phone to find a client.
Step 3: Under Sort by, choose Last visit, Most visits or Name.
At the top you see how many clients you have, how many are Returning (booked more than once) and how many are New (first booking in the last 30 days).
Open a client profile
Click a client to open their profile. You see their contact details with buttons to Call or Send email, their first and last visit, and the number of bookings, upcoming, completed and cancelled appointments and no-shows. Booking history lists every appointment with service, team member and notes.
Export
Export CSV downloads your client list with name, email, phone, number of bookings, completed and cancelled appointments, no-shows, amount spent and first and last visit. The file opens in Excel, Numbers or Google Sheets.
How do I add a client?
Clients appear automatically after their first booking. When you book an appointment yourself with an email address, the client is added too. Appointments without an email address are in your agenda but not in your client list.
Why is the same client listed twice?
Clients are grouped by email address. If someone books with two different email addresses, you'll see two clients.
How is Spent calculated?
From the client's completed appointments, at the current prices of your services.
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