Keep customer contact details and visit history organised so staff can provide more consistent service.
Create a customer once
Before creating a new customer, search existing records to reduce duplicates. Use accurate names and phone details because customer records connect to bookings and sales.
Use the customer profile
Customer profiles help you review the relationship in context, including activity available in the system. This is more useful than keeping customer information in separate notebooks or staff phones.
Protect customer information
Only staff who need customer information should have access. Avoid entering unnecessary sensitive information into free-text fields.