Account
Use Contacts to manage your customers
The Contacts page is your customer database. Every person who has ever booked one of your classes, signed up to your mailing list, or been manually added appears here. You can see a full timeline of what they've attended, how much they've spent, whether they have outstanding credits, and any private notes or tags you've added. Use filters to build targeted segments — lapsed customers, regulars, first-timers — and message them directly from the same page.
Find a customer
- Open Contacts from your dashboard sidebar.
- Use the search bar to find anyone by name, email, or phone number.
- Click their name to open their profile: full booking history, payment totals, class credits, notes, and tags are all on one page.
Add a note or tag to a contact
- Open the contact's profile from Contacts.
- In the Notes section, click Add note and type anything you want to remember — allergies, preferences, special circumstances.
- In the Tags section, type a tag and press Enter (for example, "corporate client", "scholarship", or "no SMS"). Tags are yours to define — there's no fixed list.
- Save. Notes and tags are private — they never appear on the customer's public-facing booking or portal.
Filter your contacts to build a segment
- Open Contacts and click the Filter button.
- Choose from available filters: attended a class in a date range, has an active class credit, subscribed to your mailing list, has a specific tag, or hasn't attended in the last N days.
- Stack multiple filters — for example, "attended a pottery class" AND "hasn't booked in 60 days" to find lapsed pottery students.
- With the filtered list on screen, click Message to send a bulk email or SMS to exactly this group.
Things worth doing in Contacts
- Tag your VIPs (customers who attend most often or spend the most) and use the tag as a filter to message them with exclusive early access to new classes.
- Use the "hasn't attended in 60 days" filter every month and send a short re-engagement message — even a 10% win-back rate is worth the two minutes it takes.
- Add a note with dietary needs or accessibility requirements for customers who've told you in person — you'll thank yourself when they book again and you don't have to ask twice.
- Export your full contact list to CSV from the ⋯ menu if you need to do reporting or import into another tool.
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