How to Manage Customers in LatePoint

LatePoint maintains a customer database with full booking history, contact details, and notes.

Viewing Your Customer List #

1. Go to LatePoint > Customers.
2. Browse or search by name, email, or phone number.

Viewing a Customer’s Booking History #

1. Click on any customer name.
2. The customer profile shows all past and upcoming appointments, total spend, and notes.

Adding a Customer Manually #

1. Go to LatePoint > Customers > Add New Customer.
2. Enter their first name, last name, email, and phone number.
3. Click Save.

Adding Notes to a Customer Profile #

1. Open the customer’s profile.
2. Scroll to the Notes section.
3. Add any internal notes (not visible to the customer).
4. Save.

Exporting Customer Data #

1. Go to LatePoint > Customers.
2. Click the Export button.
3. Download the CSV file with all customer records.