Search, edit, delete, restore and export customers
Use the customer visibility filter, preserve booking history and protect exported files.
For: Business · permitted Staff · Independent Professional. Open: Customers.
Customers — /app/customers and /app/customers/{customerId}
Search/filter the permitted customer list; email and phone are separate fields. Open history and maintain allowed notes with a meaningful save/reload check. Contact matching is business-scoped; changing invoice billing details does not rewrite the customer profile.
Export selected or filtered customers only when permitted. Confirm the selected/filtered scope before download and protect the resulting file. Export does not send contacts to another service. Formula-like CSV values are neutralized for spreadsheet safety. Staff cannot use a URL or export to obtain another Staff member's protected customer data.
Customer deletion and recovery - October 19
The customer directory opens with Active customers. Select Deleted customers and Search to find recoverably deleted contacts, or All customers to include both. Open a deleted customer and Restore customer to recover it. Deletion retains booking history. Customer CSV exports use the same search and active/deleted filter; invited Staff export restrictions and assigned-customer visibility remain enforced.
Directory steps
- Search name, email, or phone.
- Choose Active customers (initial view), Deleted customers or All customers, then Search.
- Open the customer. Authorized users can create/edit contact details, maintain notes and inspect appointment history; save and reload.
- Use the permitted delete action for recoverable removal; find the record under Deleted customers and Restore customer when needed.
- Where permitted, tick rows and Export selected or Export all matching customers.
All matching respects the search/visibility and permission scope, up to 10,000 records rather than only first-page rows. Invited Staff does not receive owner export controls. Nothing is sent to another service automatically. A missing associated booking can explain an empty Staff list. Contact collisions, stale versions and missing access can reject edits. Booking-specific invoice billing details do not automatically rewrite the customer profile.
Notes and record history
In customer details edit only permitted contact fields and Notes, using the section’s save control. Check success after reload. Review booking/deposit states and visible consent/evidence history where offered; a missing permission is not solved by guessing another customer URL. Deletion is recoverable and does not erase historical appointments.