Customer records

Covers archiving or deleting a customer record, storing a customer's ID and documents, viewing a customer's driver's license number, finding.

• Archiving or deleting a customer recordArchiving hides a customer but keeps their history; deleting permanently removes them and only works if they have no bookings or payments.
• Storing a customer's ID and documentsUpload a customer's license, ID, passport, insurance, or waiver, and see which ones Stripe has verified.
• Viewing a customer's driver's license numberThe license number is masked by default; owners and managers can reveal the full number.
• Finding and sorting customersSearch your customer list by name, filter by tag, and sort by spend, bookings, or last visit.
• Internal notes and photos on a customerStaff-only notes and reference photos attached to a customer, kept separate from formal documents.
• A customer's full profileContact info, lifetime spend, booking count, and internal tags and notes, all on one page.
• Saved cards on a customer's accountCards a customer added through Stripe Link, and which one is set as their default for future bookings.
• Emailing one customer directlySend a one-off email to a customer from their profile, with a preview of exactly what will be delivered.