How to add a customer
Your customer list is the real asset in the business. Each customer carries their history, your notes, and the ability to message them.
Where to start
The "Customers" tab in the bottom bar
Watch the video
Open "Customers"
The last tab in the bottom bar.
Zoom
The "Customers" tab. Tap the plus button
The button at the bottom opens a blank customer form.
Zoom
The add customer button. Fill in a name and phone number
The phone number is how a customer is identified. It is what lets you send reminders and what recognises them when they book through your link.
Zoom
The name and phone fields. Save
The customer appears in the list, and from then on you can book them and message them.
Tips from the field
You do not have to add customers up front. While booking an appointment you can create one on the spot without leaving the screen.
Tapping a customer opens their full card with appointment history, totals, and notes.
Add a note about what a customer prefers. Next time you will remember exactly.
Common questions
Timing matches on phone number and prevents duplicates. If two records did end up with different numbers, edit one of them.
Yes, automatically. There is nothing to add manually.
Yes, through "Reports" on your home screen, in the customer data export.
Related guides
Not using Timing yet?
Setting up in Timing takes a few minutes, and you can start free.