You can view a customer’s profile and related activity from one place in Appointy.
The customer details window gives you access to basic profile information as well as related appointments, gift certificates, payments, reviews, journey history, and notes.
Because Appointy is used across many industries, the customer may be a client, patient, student, member, guest, or participant.
How to view a customer’s information
Quick navigation
Customers → Select Customer → Info
Steps to view customer details
- Log in to your Appointy admin account.
- Click Customers in the toolbar on the left.
- Select the customer from the customer list.
- The customer details window will open on the right.
- Under the Info tab, you can view the customer’s basic profile information.
- Switch between the available tabs to view other customer-related details.
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What information can I view in a customer profile?
The customer details window brings together different types of information associated with that customer.
Depending on the information available in the profile, you can review:
- Basic customer information
- Appointments
- Gift certificates
- Payments
- Reviews
- Customer journey
- Notes
This gives you a customer-specific view without having to search through different areas of Appointy.
What is available under the Info tab?
The Info tab contains the customer’s basic profile information.
It can also include customer-related settings or information associated with that profile, depending on your account configuration.
Use the other tabs when you need to review a specific type of activity, such as appointments or payments.
What does each customer tab show?
Appointments
Shows appointments associated with the customer.
Use this section when you want to review the customer’s booking history or upcoming appointments.
Gift Certificate
Shows gift certificates purchased by the customer and related certificate information.
Payments
Shows payment records associated with the customer.
Reviews
Shows review-related information associated with the customer, where available.
Journey
Provides a broader view of the customer’s interactions and activity with your business.
Notes
Provides access to notes associated with the customer for reference.
Why should I use the customer profile?
The customer profile can help you quickly understand the customer before taking an action.
For example, you may use it when:
- A customer contacts you about an existing appointment
- You want to review previous bookings
- You need to check payment history
- You are reviewing a gift certificate purchase
- You want context from the customer journey
- Staff need to review notes before assisting the customer
Frequently Asked Questions
Where can I view a customer’s details in Appointy?
Go to Customers, select the customer, and review their information in the customer details window.
Where can I see a customer’s basic information?
Open the customer profile and select the Info tab.
Can I view a customer’s appointments from their profile?
Yes. Open the Appointments tab in the customer details window.
Can I see a customer’s payment history from the same profile?
Yes. Open the Payments tab to review payment records associated with the customer.
Can I view gift certificates purchased by a customer?
Yes. Open the Gift Certificate tab in the customer details window.
What is the difference between the Info and Journey tabs?
The Info tab contains the customer’s profile information, while the Journey tab provides a broader history of the customer’s interactions and activity with your business.
Can I view customer notes from the customer profile?
Yes. Customer notes and related customer information can be accessed from the customer details area.