Your customer list

Your customer list fills itself: people are added when you win a quote, confirm a booking, send an invoice, get a verified review or sell in your shop. You can also add people yourself. Find it on your Dashboard under Customers.

• Add a customer: name, phone or WhatsApp, email, and tags (e.g. regular, vip).
• Import CSV (owners and admins): a spreadsheet saved as CSV with a header row and a name column; phone (or whatsapp), email and tags columns are used too. Up to 2,000 people per file. People already on your list are updated, not doubled.

Only add people who are your customers. They can ask you to remove them at any time.

• Quick buttons: WhatsApp, Call, Email, Ask for a review, New invoice and New quote.
• Notes only your team sees, e.g. Prefers morning appointments.
• History: their quotes, bookings, reviews and shop orders with you.

Search by name, phone or email, or filter by tag. Download CSV (Pro) exports your list.

Keep only what you need. Customers with no contact in two years are marked 2 years quiet: unless you still need their details, remove them. Remove from your list… deletes their details and notes, and they won't be added back automatically.

Free keeps a set number of your most recent customers (the rest stay saved but hidden). Pro has no limit and adds the CSV download. See Plans and credits.