Customer Management

Add a new customer profile

Create a customer record so they can book classes, buy packages, and appear in your studio database.

1

Open the Customers page

From your admin dashboard, click Customers in the main sidebar. You will see a table listing every customer with their name, email, and package summary.

Use the search bar to filter by name or email if you are checking whether a customer already exists.

Open the Customers page screenshot
2

Add a new customer

Click Add Customer in the top-right corner. Enter the customer's first name, last name, display name, email address, and a temporary password.

The display name is what staff see in the customer table. The email address must be unique. If the customer already has a profile, Bookjor will warn you and show the existing record.

Tip Enter the customer's preferred name in the display name field if it differs from their legal name.

3

Save and add details later

Click Submit to create the profile. The customer appears immediately in the customer table.

After creation, open the customer detail page and click Edit to add optional details such as phone number, gender, and date of birth.