Bookly Customer Information (Add-on) v4.0

Bookly Customer Information is an add-on for the Bookly appointment booking plugin that extends customer data management capabilities. This add-on enables businesses to collect, store, and organize detailed customer information during the booking process, creating comprehensive customer profiles that can be referenced for future appointments and communications.

Key Features

• Custom Customer Fields - Add custom information fields to customer profiles beyond standard contact details, allowing collection of specific data relevant to your business needs.
• Customer Profile Management - View and edit complete customer information from a centralized dashboard, maintaining accurate records for all clients.
• Booking Form Integration - Seamlessly integrate customer information collection into your booking forms, capturing data at the point of reservation.
• Customer History Tracking - Maintain detailed records of customer interactions and appointment history for reference and relationship management.
• Data Organization - Organize customer information in a structured format that makes it easy to locate and reference specific client details.
• Appointment Notes - Attach notes and observations to customer profiles and individual appointments for staff reference.
• Customer Segmentation - Categorize customers based on collected information for targeted communication and service delivery.
• Bookly Plugin Compatibility - Works directly with the Bookly appointment booking system, ensuring seamless integration with your existing booking workflow.
• Staff Access Control - Manage which staff members can view and edit customer information based on permissions.
• Data Export Options - Export customer information for reporting, analysis, or external use.

Best For

This add-on is ideal for service-based businesses using Bookly that need to maintain detailed customer records and personalize their service delivery. It works well for salons, spas, medical practices, coaching services, and other appointment-based businesses that benefit from comprehensive customer profiles. Organizations looking to improve customer relationship management and provide more personalized service experiences will find this add-on particularly valuable.