Customers

The Customers dashboard in Bookster is your central place to manage everyone who books appointments on your website.

This tab provides you with a user-friendly interface for accessing and organizing customer details, enhancing the overall efficiency of customer management.

A GIF image showing the Customers tab in the Bookster plugin.

From viewing customer details to adding new clients manually or importing them in bulk, this dashboard gives you full control over your customer data - all in one place.

(1). Customers List: This is the main table where all your customers are displayed. Each row represents one customer, and Bookster automatically creates or updates customer data when someone books an appointment through your site.

From each row, you can edit/view detailed customer information or remove customers if needed.

(2). Search Bar: At the right of the Customers dashboard, you’ll find a search field. This is a huge time-saver when your customer list grows, and you need to find someone quickly.

(3). New Appointment: This button allows you to manually create a new appointment from the backend.

(4). Import: The Import feature helps you add multiple customers to Bookster at once by uploading a CSV file containing customer details. After importing, all customers behave just like regular Bookster customers and can be assigned to appointments right away.

(5). New customer: This button allows you to manually add a customer to Bookster without creating an appointment. You can enter details such as: Customer name, email address, phone number, image, additional information, and much more. Once saved, the customer will appear in the Customers list and can be used for future bookings.