Customer records: Guestbook, Client history, Patient records and more

Everyone who books is saved automatically with their visits and your team's notes. Named Guestbook, Clientbook, Customer history, Client history, Patient records, Renter history, Household history, Participant history, Shopper history, or Pets & owners depending on your business.

Where: Work → your customer list

Steps

  1. Open your customer list from Work. Search by name, email or phone, and sort by Recently updated, Name, most bookings or Highest value.
  2. Press a person to open their profile: contact details, preferred language, bookings, value, last and next visit, and the activity timeline.
  3. Write Team notes (allergies, preferences, access instructions) and press Save notes. Only your team sees them.
  4. Press Add … (Add guest, Add client, Add patient…) to create a record by hand: Name, Email, Phone, Communication language, Operational notes, then Create record.
  5. If the same person appears twice, press Merge duplicate. Press Archive customer to hide someone without deleting their history.
  6. Press Export all to download the list as a spreadsheet.
Open it in your workspace

Every button and what it does

Names as they appear on screen.
Export allDownloads customers as a CSV spreadsheet.
Add guest / Add client / Add patient / Add customer / Add renter / Add household / Add participant / Add shopper / Add pet ownerCreates a customer record by hand.
Name / Email / Phone / Communication language / Operational notesThe record's details.
Create record / CancelSave or close the new record.
Close add …Closes the new-record form without saving.
Search customersFinds a person.
Sort byRecently updated, Name, most bookings, or Highest value.
Active / All, including archived / View all including archivedWhich records are listed.
Previous / NextPages of the list.
Team notes · Save notesInternal notes visible only to your team.
Load older activityMore of the person's history.
Archive customer / Restore customerHide or bring back a record. History is kept.
Merge duplicateJoins two records of the same person into one.
Close customer profileCloses the profile.

Good to know

Keep notes factual and respectful. Customers can ask to see what you hold about them.

Still need help?

Send a request from Settings → Help & support, or email support@lowmark.co.