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.
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.
Adding Customers Manually
Add customer records before they book.
To add a customer manually:
- Go to Customers
- Click "Add Customer"
- Enter the customer's name
- Enter their email address (required)
- Optionally add their phone number
- 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.
Importing Customers and Appointments
Bring your client list and appointment history from another app, and take your data with you any time.
1. Export your client list as a CSV file from the app or spreadsheet you use now:
- Fresha: Clients → Options → Export as CSV
- Booksy: Customers → Export to CSV
- Square: Customers → Directory → Import/Export → Export customers
- Excel or Google Sheets: File → Save as / Download → CSV
2. Import it: go to Customers, click Import, stay on Client list and choose the file. Juneplum matches the name, email, phone and notes columns for you. Check them, look at the preview, confirm you have permission to use these customers' details, then click Import.
Good to know:
- Every customer needs an email address. Rows without one are skipped, and you can download the list of skipped rows.
- Customers already in Juneplum are never overwritten. A missing phone number or note is filled in.
- Nobody is emailed when you import.
- Up to 5,000 customers per file. Split bigger lists into a few files.
Importing appointments: export your appointments as a CSV from your old app (usually under the appointments list or reports), or make a spreadsheet with one row per appointment. Go to Customers → Import → Appointments and choose the file. Each row needs the client's email, the date and the start time; the service, length, price and status are used when they're there. Check the matched columns and the preview, confirm you have permission, then import.
- Clients are matched by email, or added if they're new.
- Services are matched to yours by name. Others keep their names from the file and never appear on your booking page.
- Past appointments count as completed unless the file says cancelled or no-show. Upcoming ones go on your calendar, without reminder emails.
- Appointments already in Juneplum aren't added twice, so importing the same file again is safe.
Downloading your data: on Customers, click Download customers or Download bookings for a CSV file that opens in Excel or Google Sheets.
Customer Booking History
View all past and upcoming bookings for a customer.
To view a customer's booking history:
- Go to Customers
- Click on the customer you want to view
- 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.
Deleting Customer Records
Remove customers from your database when needed.
To delete a customer:
- Go to Customers
- Click on the customer you want to delete
- Click "Delete Customer"
- 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.
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