Every customer has a profile holding their details, their history with you, and what they've agreed to hear from you about. This article covers what's on it and what each part is for.
Open the side menu, click Customers, then click any customer to open their profile.
Details
Name, contact details and the basics. A few fields are worth explaining:
Date of birth — useful for birthday offers, and for services with age requirements.
Gender — optional.
How they heard about you — one of Word of mouth, Social media, Search engine, Walked past / signage, Advertisement or Other.
💡 Top Tip: Referral source is the only field that tells you which of your marketing efforts actually works — and it's the one most often left blank. Get your team into the habit of asking. You can sort by it in the New Customers report.
Address
Customers can have more than one address, each with a label — Home, Work, Gym, whatever makes sense. Useful for mobile and home-visit businesses, where which address matters as much as whether you have one.
Add, edit and remove them on the Address tab.
Preferences — notifications and marketing
This is the tab that matters most for compliance, and it's worth understanding properly.
There are two separate groups, and they mean different things:
Notifications (Email, SMS) — messages about their own bookings: confirmations, reminders, cancellations. Operational messages they need.
Marketing (Email, SMS) — promotional messages: offers, news, campaigns.
There's also Push Notification, which applies if they use your Business App.
👀 Consent is per channel, and that's deliberate. Someone can be happy to get a booking reminder by SMS but not want marketing texts. Turning off marketing email does not turn off marketing SMS. Under UK and EU rules you need consent for marketing specifically — an operational reminder is not consent to market to them.
If a customer asks to stop hearing from you, turn off the specific channels they've asked about rather than reaching for the block feature — blocking is for a different problem.
Notes
Free-text notes about the customer — preferences, allergies, what worked last time, anything your team should know before they arrive.
👀 Notes are internal, but they aren't secret. Anyone on your team with access to the customer record can read them, and if the customer ever makes a data subject access request, notes about them are included. Write them as though the customer might one day read them — because they might.
Analytics
The Analytics tab summarises their history with you:
Visit Frequency — how often they come.
No-show Rate — how often they don't turn up.
Avg Spend per Visit
Cancelled — how many bookings they've cancelled.
Customer Since — when they first appeared.
Last Visit
New customers show Not enough visit history yet until there's a pattern worth reporting — a single visit can't tell you a frequency.
💡 Top Tip: Visit frequency plus last visit is your best early-warning signal. Someone who came every four weeks and hasn't been in twelve hasn't necessarily left yet — but they will if nobody gets in touch.
Bookings and courses
The Bookings tab shows their full history with you, including recurring series. If you run classes or courses, a second tab shows what they're enrolled on — named after whatever you call them in your business.
Sending a customer a message
You can send an individual push notification straight from the profile, if they use your Business App. Handy for a genuine one-to-one — a slot opening up, or following up on a conversation.
👀 Their notification and marketing preferences still apply. This is for messages to one person, not a way around consent settings.
Blocking a customer
Blocking stops someone booking with you. It's for repeat no-shows, abusive behaviour, or anyone you'd rather not have back.
Open their profile.
Choose to block them.
Add a reason — optional, but record one.
Blocking is reversible: you'll be asked to confirm Unblock customer? if you change your mind.
💡 Always record a reason. In six months nobody will remember why, and whoever picks up the customer's complaint will need to know. It's also your evidence if the decision is ever questioned.
Merging duplicates
The same person booking once by phone and once online can end up with two records, splitting their history. Styler can merge duplicates so their bookings and spend sit together.
👀 Check carefully before you confirm. Merging combines two records into one, and it isn't something to do on a hunch — make sure they really are the same person, not a parent and child sharing a phone number.
Exporting your customer list
You can export your customers to a CSV file. Access is restricted, because the export contains personal data for your entire customer base.
👀 Once you've exported it, you're responsible for it. Under GDPR you are the data controller for your customers' information. That means:
Store the file securely — not in a shared drive everyone can reach.
Don't email it around or upload it to third-party tools without checking what they do with it.
Delete it when you no longer need it.
Marketing consent still applies. Exporting an email address does not make it fair game — check the consent flags before using the list for a campaign.
FAQs
❓ A customer wants all their data deleted. What do I do?
See our article on data deletion requests. Note that you may need to retain some records — transaction history, for example — for accounting purposes even after a deletion request.
❓ What's the difference between blocking someone and turning off their notifications?
Blocking stops them booking. Notification settings control what you send them. Someone who's asked to stop receiving marketing should have marketing turned off — not be blocked.
❓ Can my staff see everything on a profile?
It depends on their permission level. Customer data, notes and export are controlled separately, so you can let someone book appointments without giving them your whole customer list.