Search & manage customers

Find a customer

• Classic menus: select Customers in the sidebar.
• Queue screen: select History, then the Customers tab.

The list starts with All customers. Search by any part of a name, phone or email (admins can also search by address), then select Search (Show all clears it). Each result shows their phone, email, number of visits and last visit. People who reserved a room appear here too.

Export CSV (Admins) downloads the current list — the search is kept — with name, phone, email, visits, last visit and marketing consent (up to 10,000 rows). Every export is recorded in Activity.

The customer page

Shows their phone, email, total visits, first and last visit, and Coupon consent (with a Consent history of opt-ins and opt-outs, including the exact wording they agreed to). Admins also see their home address — Staff don't. Visit history lists every visit at your location; select one to open it.

• Edit (Admins) — fix their details in place (name and phone are required), including the coupon / marketing consent box, then Save details.
• Delete customer & history (Admins) — removes the customer and their whole visit history at your location, permanently. You'll be asked to confirm. Use it for data-deletion requests — it's a full erasure, so their consent records are deleted too.

If Saved Check-in Information is on for your location, the page also shows it, and staff can add or edit it there.

Customer notes

Customer notes are internal notes about the person rather than one visit ("prefers mornings"). Customers never see them. Any staff member can add one; the author or an Admin can edit or delete it. Per-visit notes stay on each visit's page.

Where records live

Customer records are per location. Business admins and owners with 2+ locations also get a business-wide Customers directory in the business console that searches across them. Records never cross between unrelated businesses — another business using SiteCheckin can never see your customers, and vice versa.