The customer list

Customers lists everyone who has booked with your shop. A record is created with every booking, so nobody has to sign up. Click a customer for their profile: their bikes, their messages and their booking history at your shop.

One search for people and bikes

The search box finds people by name, email or phone, and bikes by serial, make, model or colour. A found bike opens its owner's profile.

Filters and sorts

• Filters: chips for the kind of work a customer has had (Services, Rentals, Bike fits, Workshops, Tours), a Job they've had dropdown for one service, Last booked (including Never booked), and Has no-shows
• Show archived brings hidden customers back into view
• Sort by Surname (A–Z) (the default), First name (A–Z), Recently booked, Most bookings or Recently added
• Add customer creates a record by hand
• Export CSV downloads the customers matching your filters: name, email, phone, bikes, last visit and marketing opt-in. Admins only

From the profile

• Book them in opens a new booking with their details filled in.
• Edit changes name, contact details and address. Add another address for this customer keeps extra properties on file.
• Merge folds a duplicate into this record. You pick which to keep, and a preview shows the result before you confirm.
• Archive hides them from the list; Restore reverses it. History is kept. Erase data is permanent: see keeping, exporting and erasing data.
• Stop marketing email to this address honours a "take me off your list" reply. Booking confirmations and reminders keep going.