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Customer Management

Track your customers, view their booking history, and manage their information.

How Customers Are Created

Customers are automatically added when they book with you.

Juneplum creates customer records automatically when someone makes a booking:

  • New email – A new customer record is created
  • Existing email – The booking is linked to the existing customer

Note: Each booking stores the customer's name as entered at the time of booking. This ensures historical accuracy even if the customer uses different names in future bookings.

1

Viewing Customer Information

See all your customers and their details.

Go to Customers in your dashboard to see your customer list:

  • Customer name – The name from their most recent booking
  • Email address – How they're identified in the system
  • Phone number – Contact number if provided
  • Total bookings – How many times they've booked with you

Use the search bar to find customers by name, email, or phone number.

Customer Details

Click on any customer to view their full profile, including all their past bookings and total revenue from this customer.

2

Adding Customers Manually

Add customer records before they book.

To add a customer manually:

  1. Go to Customers
  2. Click "Add Customer"
  3. Enter the customer's name
  4. Enter their email address (required)
  5. Optionally add their phone number
  6. Click "Add Customer" to save

When to add manually: If you have existing clients you want to track, or if you take bookings offline and want to keep customer records in one place.

3

Customer Booking History

View all past and upcoming bookings for a customer.

To view a customer's booking history:

  1. Go to Customers
  2. Click on the customer you want to view
  3. See their complete booking history

Booking History Shows

  • • Service booked
  • • Date and time
  • • Price paid (at time of booking)
  • • Booking status (pending, confirmed, completed, cancelled)

Revenue tracking: The customer profile shows total revenue from this customer, helping you identify your best customers.

4

Deleting Customer Records

Remove customers from your database when needed.

To delete a customer:

  1. Go to Customers
  2. Click on the customer you want to delete
  3. Click "Delete Customer"
  4. Confirm the deletion

What Gets Deleted

  • • Customer profile information (name, email, phone)
  • • All associated booking records
  • • Payment history for this customer

Warning: Deleting a customer is permanent and cannot be undone. All their booking history and payment records will be removed from your account.

Data privacy: If a customer requests their data be deleted (e.g., GDPR request), deleting their customer record removes all their personal information from your Juneplum account.

5

Customer Tags

Organize and filter customers by tags.

Juneplum automatically assigns tags to customers based on their booking behavior:

Available Tags

  • VIPHigh-value customers based on spending
  • FrequentCustomers who book regularly
  • NewRecently added customers
  • No-Show RiskCustomers with missed appointments

Use the filter tabs at the top of the Customers page to quickly find customers by tag.

Tip: Tags help you identify your best customers and those who may need extra attention. Use the VIP filter to find customers for special offers.

6

Understanding Customer Insights

Use customer data to grow your business.

The Customers page gives you valuable insights:

  • Total customers – See how your customer base is growing
  • Total spent – Track how much each customer has spent
  • Booking count – See how many times each customer has booked
  • Customer tags – Quickly identify VIP, frequent, and at-risk customers

Need more help?

Check out our other guides or contact support.