MeetPly

Features · Customer management

You know who's coming - and who didn't

A customer database with past bookings and private notes. No-shows marked, and a blocklist if you need one.

1
customer record
∞
history
export
any time
Private note the customer can't see
No-show marking
Export to CSV

What it can do

Not a CRM - just what the work needs

Customer record
Name, contact details and every past booking in one place.
Private note
What's worth knowing for next time - visible only to you.
No-show
You mark it when they don't show. The record shows how often it happened.
Blocklist
Repeat no-shows can no longer book online.
Search
By name or phone number, even mid-call.
Export
The customer list is downloadable any time - your data is yours.

What goes on the record

Only as much data as the work justifies

We don't collect unnecessary data or build a marketing profile. What's there, you added yourself or the booking brought in.

Basic detailsname, phone, email
What was given on the booking form.
Booking historyall
When, what, with whom - cancellations included.
No-showscounter
How many times they didn't show. This is what a blocklist decision is based on.
Private noteinternal only
Allergy, preference, anything. The customer never sees it.
Pass balanceif any
How many sessions are left, until when.

FAQ

Questions about customer management

Data, notes, blocklist - and who has access.

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The admins, and the colleague the booking belongs to. Staff don't see other colleagues' customers.
An internal field on the customer record. The guest never sees it, and it never goes into an email.
A customer on the list can no longer book online. You can still add them manually if you want to.
Yes, any time. The data is yours - we don't lock it in.
No. Neither we nor the system - there's deliberately no customer marketing automation built in.
Yes, at the first booking. Next time, the system recognizes them by their contact details.
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Customer Management | MeetPly