Clients

What It Shows

Business Panel → Clients

The Clients section is a live CRM view automatically built from your booking history. No manual data entry — every client who books with you appears here automatically.

Each row represents a unique individual identified by their email address. One person, one row — regardless of how many times they've booked.

Clients list showing name, email, phone, total bookings, last visit, top service, and total spent columns

{primary.fa-users} The Clients badge shows your total distinct client count — a quick measure of your customer base size.

Client Columns Explained

Column Description
Client Full name from their most recent booking
Email Email address — click to copy
Phone Phone number from their most recent booking
Total Bookings All-time count of bookings by this email
Last Visit Date of their most recent booking
Top Service The service they've booked most frequently
Total Spent Sum of all booking amounts collected via Stripe

{warning.fa-exclamation-triangle} Total Spent only counts Stripe-collected payments. Manually created bookings are excluded even when the service has a price.

Viewing a Client's Bookings

To see the full booking history for a specific client:

  1. Find the client in the list
  2. Click the Bookings action button (calendar icon in the row actions)
  3. You are taken to the Bookings list — pre-filtered by that client's email

This shows all bookings for that email including past, upcoming, cancelled, and no-shows.

Clients list with row actions — click Bookings to see full history for any client

Filtering & Export

Filter the client list to find high-value customers or segment by service:

Filter Purpose
Search By name or email
Service Clients who have booked a specific service
Date Range Clients whose last visit falls within a range

Use Export to download the filtered client list as Excel or CSV — useful for email campaigns or CRM imports.

Notes & Behaviour

  • Clients are created automatically from bookings — there is no manual "Add Client" button
  • The same person using two different email addresses appears as two separate client rows
  • Total Spent counts only bookings paid via Stripe — manually created bookings are not included
  • Cancelling a booking does not remove the client — the row stays, total bookings count stays, but the cancelled booking is included in their history
  • Deleting all bookings for a client will remove their client row on the next data sync