Creating a New Customer

Go to Customers > New Customer.

Enter the customer details. The required fields are:

• First name

• Last name

Recommended fields are:

• Mobile phone

• Email address

• Date of birth

• Preferred contact method

• Preferred staff member

• Medical notes, if relevant

Customer options include:

• Email reminders

• SMS reminders

• Email promotions

• SMS promotions

• Reward scheme member

• VIP customer

Pointa checks for duplicate customers using details such as name, email address, and mobile number. If a possible duplicate is found, review it before creating a new customer. This helps avoid splitting a customer’s appointment history, rewards, sales history, and notes across multiple profiles.

A customer cannot be deleted if they have future bookings that are not cancelled or deleted.