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Timing
Timing
Customers and messaging
2 min
5 steps

How to add a customer

Your customer list is the real asset of the business. Every customer you add gets a card with their history, your notes and a quick way to reach them.

Where to start

The "Customers" tab in the bottom bar

Watch the video

  1. Tap "Customers"

    Tap "Customers" in the bottom bar.

    How to add a customer - Tap "Customers"

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    The "Customers" tab.

  2. Tap "Add Customer"

    It is the round button with a person and a plus sign in the bottom corner. While your list is still empty, "Add Customer" sits in the middle of the screen.

    How to add a customer - Tap "Add Customer"

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    The "Add Customer" button.

  3. Fill in a name and phone number

    "First Name" is the only required field. "Phone Number (optional)" is worth filling in: reminders and messages go to it, and it is how Timing recognises the customer when they book through your link.

    How to add a customer - Fill in a name and phone number

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    The name and phone fields.

  4. Add more details if you need them

    Tap "add field" to add an email, address, birthday, notes and your own custom fields. Below it you can tick "Preferred Services" and add "Tags".

    How to add a customer - Add more details if you need them

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    The list that opens from "add field".

  5. Save

    Tap "Save" at the top or bottom of the form. The customer appears in the list, ready to be booked.

Tips from the field

You do not have to add customers up front. When you book an appointment in the calendar you can type a new name, and the customer is created along with the appointment.

Tapping a customer in the list opens their card: appointment history, totals, notes, and buttons to call or message them on WhatsApp.

Add a note about what a customer prefers. Next time you will remember exactly.

Common questions

When you add a customer by hand, Timing does not check whether that number is already on your list, so search first. Bookings through your link and list imports do recognise an existing customer by phone number. If you still end up with two records, delete the extra one.

Yes, automatically. If their number is already on your list, the booking is linked to that customer.

Yes. In the menu at the top of the screen open "Tools", choose "Reports", and under "CSV Data Export" choose "Customers Data CSV".

Related guides

How to import your customer list

If your customers are in a spreadsheet, another app or your phone contacts, you can bring them all across at once instead of typing them in one by one.

How to add your own field to the customer card

Custom fields are extra details you keep on each customer beyond what Timing stores: allergies, who referred them, a membership number or hair type.

How to book an appointment yourself

A customer called or walked in? Book them yourself from the calendar. It is saved as confirmed, and you choose whether the customer gets a message about it.

All guides

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