Customers and Portal Access

A customer profile should help your team answer questions quickly, not force them to jump between pages. In BeautyApp, the customer record brings together contact details, visit history, invoices, notes, and customer-portal support in one place.

What the customer card is for

• Review contact details, notes, booking history, invoice history, and the services the client usually books.
• Use the customer portal handoff when a staff member wants to guide a client through their live customer experience step by step.
• Use Add Booking when you want to create a new booking while already looking at that client's information.

The easiest ways to open the right customer record

• Open a customer from the Customers page when you want to browse the full customer list.
• Use the top search when you already know the client's name and want to jump straight into their profile.
• When you click Login to Customer Portal, BeautyApp opens the real customer view for that client so you can help without asking them to log in again while you assist them.