Keep the customer details that matter
Prepare for the next visit with organised customer records, notes and linked appointments.
Sign in ↗What can you do?
01
Private customer records
Create searchable customer records, edit details and archive inactive entries. Business customer information does not become a public community profile.
- ✓Searchable customer list
- ✓Editable and archivable records
- ✓Role-based access
02
Context for the next appointment
Connect bookings and internal notes to a customer record. Authorised team members can prepare for the visit using the information available to them.
- ✓Linked bookings
- ✓Private notes with colour labels
- ✓New appointments from a customer record
03
Connect with Evently customers
Invite existing Evently users to connect as customers. They decide whether to accept; the app connection and the internal customer record remain separately managed.
- ✓Exact username or email search
- ✓Customer-approved invitations
- ✓Overview of booking customers