Your customer list

Your customer list holds everyone who has booked with you, plus anyone you add yourself. Open it from Shop Settings.

You need the Service Provider profile. A customer is added to the list the first time they book with you online. You can also add people who book at the desk or over the phone.

How do I find a customer?

• Type in Search your customers.
• Use the sort buttons: Recently added, Last visit or Name.

Under each name you see the customer’s @handle, or Walk-in for a customer you added yourself.

How do I add a customer?

Use this for someone who books at the desk or over the phone.

1. Open Customers.
2. Tap + Add customer. The Add customer screen opens.
3. Type the Name. A name is all you need.
4. Add an Email (optional) or Phone (optional) if you have them.
5. Tap Save.

When you ring someone up at the till and no match is found, the till adds them to your customers for you. See Taking payment at the POS till.

What can I see about a customer?

Tap a customer to open Customer details. You see their name and their Booking history. Under the name, you see their @handle or Booked through XO Bestie if they booked in the app, or Added at the desk if you added them.

For customers you added, you also see the email and phone you saved. You never see the email or phone of a customer who booked in the app.

Each past booking shows the date, the services, the team member and the time.

Can I message a customer?

Only if they have an XO Bestie account. For those customers, the details screen has Follow and Message buttons. A customer you added at the desk has no account, so there is no message button. They have Edit details instead.

How do I change a walk-in’s details?

1. Open the customer.
2. Tap Edit details.
3. Change the Name, Email (optional) or Phone (optional).
4. Tap Save.

Edit details is for customers you added yourself. You cannot edit a customer who booked through XO Bestie.