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Customer Management: Importing a List and Editing Customer Profiles

Glow360 automatically creates a customer record after a client completes their first booking. If you already have an existing customer list, you can import it manually to keep all your customer data in one place.

Importing an Existing Customer List

Supported Format

CSV file import is currently supported. Each row represents one customer, with the following fields:

Field Required
Name Required
Phone Optional
Email Optional
Notes Optional
"Import Customers" screen showing a "Download Template" button with a template preview (table with Name, Phone, Email, Notes columns), a drag-and-drop upload area labelled "Drag your CSV file here, or click to select a file", and an "Start Import" button in the bottom right.

Import Steps

  1. Go to the Customers page
  2. Click Import Customers
  3. Download the template and fill in your customer data
  4. Upload the completed CSV file
  5. Review the preview, then click Start Import

Note: The system automatically matches records by phone number or email to avoid creating duplicates. If a match is found, you can choose to skip or overwrite the existing record.

Editing an Individual Customer Profile

Each customer has a profile page where you can view their booking history, edit basic information, and add notes.

Customer detail page showing the customer's name and contact info at the top, a booking history list in the middle (with date, service, and amount), an "Edit" button in the top right that opens editable fields for name, phone, email, and notes.

Steps: Customers → Find customer → Open profile → Click "Edit" → Save changes

Editable fields include:

  • Name
  • Phone / Email
  • Birthday (used for automatic system reminders)
  • Notes (visible to merchant only)

FAQ

Will imported data conflict with accounts customers create themselves?

The system matches by phone number or email. If a customer registers with the same phone or email, the two records will be merged automatically.

Can I delete a customer?

Yes. Go to the customer's profile, tap More → Delete Customer. Their historical booking records will be preserved, but personal information will be removed.

Is there an import limit?

The current limit is 1,000 records per import. If you have more customers, you can import them in batches.

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