Create a customer record

Customer records connect messages, bookings, forms, payments, notes, and tasks in one place.

Add the record

1. Open Customers and create a new person or company.
2. Add the name, email, phone, company, and any important source information.
3. Check for an existing record before saving.

Add context

1. Use notes for short, useful context.
2. Add tags, fields, or relationships that help future follow-up.
3. Connect the record to bookings, invoices, opportunities, or workflows when relevant.

Keep it updated

1. Update contact details when customers correct them.
2. Merge or clean duplicates when found.
3. Use activity history before contacting the customer.

Good to know

• Avoid storing sensitive details that are not needed for service.
• Consistent records make reporting and follow-up easier.

Use this guide as a starting point, then adjust the setup to match how your team actually works with customers.