Search customer records and review their related enquiries and bookings.
Find the right customer
Open Clients. Search by name, phone or email and use filters such as open enquiries, bookings or missing contact details. Check the masked phone ending when a name is missing; do not assume similar unnamed records are the same person.
Choose a view and open the profile
Use list or cards, sort by the available field and adjust rows per page where shown. Mobile cards keep profile actions with their record. Open the profile to review related activity before continuing in a lead or booking.
Understand the labels
Open enquiries and bookings are record counts, not completed jobs or payments. Customer-entered names, notes and service descriptions are not automatically translated when you change the interface language. Missing details are not a reason to invent contact information.
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