Customers
Customer Profiles
Each customer has a detailed profile with their contact information, preferences, booking history, and conversation history.
Profile Overview
The customer profile header shows key information at a glance:
Contact Details
- • Name
- • Phone number
- • Social handles
Quick Stats
- • Total bookings
- • Lifetime value
- • Last visit
- • Member since
Booking History
View all past and upcoming bookings for the customer.
Upcoming appointments - See what's scheduled next
Past bookings - Full history of completed appointments
Cancellations - Track no-shows and cancellations
Spending history - Revenue from this customer over time
Conversation History
All messages exchanged with the customer across all channels.
Unified view - Messages from Instagram, WhatsApp, SMS in one place
AI interactions - See what your AI assistant discussed
Quick context - Jump to any conversation for context
Notes & Tags
Add your own notes and tags to customer profiles.
Internal Notes
Add notes visible only to your team. Use them to record preferences, special requests, or important context about the customer.
AI-Generated Notes
Bizily automatically generates notes from conversations, capturing key details and preferences mentioned by the customer.
Tags
Apply tags to organize customers. Tags help with filtering and can be used for targeted marketing campaigns.
Profile Actions
- Book appointment- Create a new booking for this customer
- Send message- Start a conversation on their preferred channel
- Edit details- Update contact information or preferences
- Merge profiles- Combine duplicate customer records