Add and manage customers

Create customer records, update them later, and review customer history.

Where this lives

Open Customers to create records, update contact details, review history, and keep duplicate records under control.

What a strong customer record includes

• Use the primary contact name, best phone number, and working email so confirmations and follow-ups reach the right person.
• Customer notes should capture useful business context such as venue preferences or repeated delivery issues, not emotional commentary.
• Keep addresses clean because customer records often become the source for booking delivery details.

Good record hygiene

• Before creating a new customer, search by phone and email to avoid splitting history across duplicates.
• Update the existing record when the same customer changes details instead of creating a fresh entry.
• Review past bookings and payments before promising exceptions to a repeat customer.