Manage customer records and client data

Every person who books, buys or signs up becomes a customer in your studio. You manage them under People → Customers.

Add a customer

1. Go to People → Customers → New customer.
2. Enter name and email. Phone, birth date, notes and marketing opt-in are optional.
3. Save.

Adding a customer sends no invite. When you book someone into a class or appointment from Schedule → Dates, you can also create a new customer on the spot with name and email.

No real email address? Use a unique placeholder ending in .invalid, for example anna@yourstudio.invalid. Addresses ending in .invalid, .example or .test get no mail.

What a customer record shows

Open a customer to see everything about that person in one place: bookings, upcoming appointments, visits, no-shows, passes, payments, refunds and unpaid items. Notes you add stay private to your studio.

Depending on your setup, records also have Appointments, Intake and Photos tabs. See Intake forms.

What customers edit themselves

Signed-in customers can edit their own name, phone, address, birth date, emergency contact and newsletter choice under Account → Profile, and change their password there. Email addresses cannot be changed yet.

Every email a customer receives comes in your site language.

Delete a customer

You can delete a customer from their record, or they can request it themselves under Account → Privacy & data. Deleting:

• blanks name, email, phone, address and notes
• permanently deletes intake answers in every category, signed appointment forms (signatures and PDFs) and treatment photos
• clears notes and extras on visits

Bookings, payments, invoices and visit dates and prices stay, because you need them for your books.

Export client files

The client file backup under People exports every customer with intake answers, visits and photo details. Customers can also export their own data from their account.

Who can see health data

Intake answers, appointment forms and customer photos are visible to you and to teachers with Full access by default. You can switch Client health data on or off per teacher. See Teachers.

Good to know

• Newsletter signups and consent are under People → Newsletter. See Newsletter.
• zenyogi does not send SMS.