Listing customers

The Customers list shows everyone who has booked or been added manually. Use it to find a person, open their profile, merge duplicates, or remove records you no longer need.

Open Customers in the side menu.

Columns

Rows can also show an avatar or initials.

Search

1. Click the Search… box above the table.
2. Type part of a name, email, or phone.

The list updates to matching rows. Clear the box when you want everyone again.

Add a customer

1. Click Add New.
2. Fill the form and save.

See Creating a customer.

Open a customer

Click the customer Name (or choose Edit from the row menu) to open the profile on the Details tab. See Working with a customer.

Merge selected customers

Use merge when the same person appears more than once (for example they booked with a different email, then you added them by hand).

1. Check two or more customer rows.
2. Click Merge selected.
3. Choose the Target customer - the profile that remains.
4. Confirm Merge selected.

Hacado moves history onto the target and combines known names, emails, and phones where needed. The other selected profiles are removed.

Delete selected customers

1. Check one or more rows.
2. Click Delete selected.
3. Confirm in the dialog.

You cannot delete a row that is already marked deleted. If delete fails because appointments are still linked, resolve or reassign those appointments first, then try again.

Row menu

1. Open the menu on a customer row.
2. Choose Edit or Delete.

• Edit opens the customer profile.
• Delete asks for confirmation, then removes that customer.

Good to know

• Merging is the safer fix for duplicates than deleting, because appointments and messages stay on one profile.
• Search matches primary contact fields and known alternate values when those are stored on the profile.