Customer Management

Your customer list is the heart of Chronivio. Everything else (calendar, sales, photos, loyalty) connects back to a customer record. This page walks through what lives in that record, how to find people quickly, and how to keep useful notes without the work feeling like data entry.

Where to find it

Open Customers from the sidebar. You land on a single, searchable list of every customer in your workspace. Click any row to open that person's profile in a side panel, without leaving the list.

The customer list

The list shows the columns that matter day-to-day:

• Customer: avatar, name, and any badges you have assigned
• Team Studio+: which staff member usually serves them
• Socials: at-a-glance icons for the social profiles on file
• Languages: preferred languages, when multilingual is enabled for your workspace
• Visits: how many appointments they have had
• Last visit: how recently they came in
• Total Purchases: lifetime spend

A walk-in shows up as Walk-In in brand color so you can spot them at a glance.

Search sits at the top of the list. Type a name, phone, or anything you remember. Your recent searches are saved per user, so the people you look up most are one keystroke away.

Filter opens a side panel for narrower lookups:

• Visit date filter: people who came in (or didn't) within a date range
• Staff Studio+: customers tied to specific team members
• Customer spendings: a price range, useful for spotting your highest-value regulars

Click Create in the top-right to add someone new. The same modal handles creation and editing.

The customer profile

When you open a customer, you see a single scrollable view organized into sections. A small icon rail on the side jumps you between them.

Statistics

Six numbers that tell you, in one glance, who this person is to your business:

• Total Visits
• Visit Rate: how often they keep their appointments
• Total Spent
• Avg. Spent per visit
• Last Visit
• Visited / Skipped / Planned counters

Personal Information

Name, phone, and (when multilingual is on) the languages they prefer to be spoken to in. The avatar and social icons sit in the header.

Important Note

A free-text area, rendered as an amber warning callout when you are not editing. Use it for anything safety-critical:

E.g. allergies, medical conditions, special requirements...

This is the first thing you see at the top of the profile. Keep it short and scannable.

Loyalty

Three small fields that drive a lot of the customer experience:

• Birth day: a day and month, no year. Used for birthday greetings and offers.
• Personal discount: 0 to 100 percent, applied to this customer at the cash register.
• Deposit: a store-credit balance you keep for them, useful for prepaid packages.

If you have set up Loyalty Rules, these fields update automatically as customers hit your thresholds.

Badges

A grid of every badge you have configured. Tick the ones that apply. Badges show up next to the customer's name in the list, so they are great for tagging things you want to see at a glance: VIP, allergy-prone, prefers afternoon, do-not-book, anything that shapes how you serve them.

Media

A gallery of photos linked to this customer. Photos are uploaded from inside an appointment (web upload or via the Telegram bot), and they aggregate here automatically. Click any thumbnail to open a full-screen, zoomable viewer. In edit mode, a trash icon on each tile removes the photo. See Photo Documentation for the full picture.

Socials

Four fields, fixed: Facebook, Instagram, Telegram, WhatsApp. Whatever you fill in here lights up the matching icon on the customer list and in the profile header.

Timeline

A chronological feed of every visit. Each entry shows the date, status (planned, visited, or skipped), event type, and a button that opens that appointment in place, without leaving the customer profile.

The first five visits load right away. Click Show more to fetch another twenty.

Adding or editing a customer

Click Create on the list, or Edit (the pencil icon) on any profile. The form is forgiving: nothing is strictly required, but you do need to fill at least one field.

Tip: Start small. A name and a phone number is plenty on the first visit. Add the rest as you learn about the customer over time.

Deleting a customer

The red trash icon in the top-right of the profile asks: "Are you sure you want to delete this customer?" Confirm to remove them. Their appointment history and any photos go with them, so use this carefully.

What lives elsewhere

A few things people expect to find on the customer page actually live next door:

• Loyalty Rules are configured once for the whole workspace under Customers → Loyalty Rules (admin only). They drive the per-customer Personal discount and Deposit fields.
• Badges are also configured workspace-wide under System → Badges (admin only). What you assign per-customer comes from that catalog.
• Photos are uploaded from inside an appointment, not from the customer profile.
• Gift cards can be linked to a customer when you create them in Sales, but the gift card itself lives there.

Plan differences

• Solo: Everything above, minus the Team column and Staff filter (you are the only practitioner).
• Studio+: Full list, including Team column and Staff filter.

Need help?

If you already have a customer list in another tool, write to support@knyr.agency before you start typing. We have import tools and hands-on experience moving data over from common systems.