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.

The profile is in two halves. A summary card holds everything about the person — contact details, address, preferences, notes — as a read-only overview. Alongside it, tabs show their Bookings and, if you run them, their Courses.

👀 The summary card is for reading, not editing. To change anything on it, click Edit Details. That opens the full record with four tabs — Details, Address, Preferences and Notes — which is where the sections below are edited.

💡 The one exception is Notes, which you can edit directly on the summary card. It is the thing most often updated mid-conversation, so it does not make you open the edit screen first.

Name, contact details and the basics. A few fields are worth explaining:

💡 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.

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.

They are listed on the summary card. To add, edit or remove one, click Edit Details and use the Address tab.

This is the part of the record that matters most for compliance, and it's worth understanding properly. Both groups are shown on the summary card and edited on the Preferences tab of Edit Details.

There are two separate groups, and they mean different things:

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.

👀 What a brand-new customer starts with. Someone who has never expressed a preference is treated as opted in to notifications and opted out of marketing. That is the safe default in both directions: they get the booking confirmations and reminders they need, and they hear nothing promotional until they agree to. Once anyone sets a preference for that customer, what is stored is what applies.

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.

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.

The Bookings tab holds their whole history with you, split three ways:

Click any booking to open it.

💡 This is the fastest way to find someone's booking. Searching the calendar for a booking by customer name does not work — the profile does, however far in the past or future the appointment sits.

If you run classes or courses, a second tab shows what they're enrolled on — named after whatever you call them in your business.

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 stops someone booking with you. It's for repeat no-shows, abusive behaviour, or anyone you'd rather not have back.

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.

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.

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:

❓ A customer wants all their data deleted. What do I do?

❓ What's the difference between blocking someone and turning off their notifications?

❓ Where have the customer analytics gone?

❓ Can my staff see everything on a profile?