In Book4Time, every guest has a profile which is the hub of all the information pertaining to the guest. It tracks details such as personal information, preferences, notes, past and coming appointments, and memberships.
There are multiple ways to view guest information. Below mentioned are few methods based on the screen you are currently viewing.
Tip: Click the guest's name anywhere on the screen to view the Customer Information screen.
Use Customer Search
- From the main menu, navigate to Customers > Customer Search.
- Enter the guest name or telephone number and click Search.
A list of relevant matching results appear.
- Click View on the relevant row to view the Customer Information screen.
From the Scheduler
If you are on the Scheduler, clicking the guest's name in the appointment block or Appointment Cart, opens the Customer Information screen.
From the Point-of-Sale (POS)
On the POS screen, clicking the guest's name opens the Customer Information screen.