BookingMachine
Help Center
Getting Started
Core Features
Payments & Analytics
Team & Scheduling
Integrations
Core Features
Customer Management
Built-in CRM with auto-created profiles, smart tags, notes, and vertical-specific data.
Automatic Customer Creation
A customer record is automatically created from every widget interaction — lead, quote, or booking. No manual data entry. View all customers at Dashboard > Customers.
The customers table is global (shared by email), while business_customers stores per-business data: notes, tags, lifetime value, and profiles.
Customer Profiles
Each customer profile includes:
Contact information (name, email, phone, address)
Full booking history with your business
Total spend / lifetime value (LTV)
Private notes visible only to your team
Smart tags (automatic + custom)
Vertical-specific profile data
Vertical-Specific Profiles
Depending on your industry, customers can have specialized profile data stored in profiles_json:
| Vertical | Profile Data |
|---|---|
| Car Detailing | Vehicle details (make, model, year, color, VIN) |
| Pool Cleaning | Pool type, size, equipment, chemical preferences |
| Pest Control | Property details, pest history, treatment records |
| House Cleaning | Property size, number of rooms, special instructions |
Smart Tags
Customers are automatically tagged based on behavior:
New
First-time customer, no previous bookings.
Returning
Has completed 2 or more bookings.
Recurring
Has an active recurring booking schedule.
High-Value
Lifetime value above your business average.
You can also add custom tags for segmentation (e.g. "VIP", "Commercial", "Referral").
Notes
Add private notes to any customer record. Notes are visible to your team but never shown to the customer. Use them for gate codes, parking directions, special preferences, or access instructions.
Quick Rebook
From any customer profile, click "Rebook" to create a new booking with their details pre-filled. The service, address, and custom field responses carry over.
Still have questions? Contact support