Customers

The Customers section is your boutique's customer directory — add new customers, track their appointments and orders, manage party members, save payment methods, and keep detailed notes.

Customer List

The main Customers page shows a searchable, paginated table of all your customers.

Table Columns

Column	Description
Name	First and last name (click to open customer profile)
Email	Customer email address
Phone	Phone number
Wedding Date	Event date
Event Type	Badge showing Wedding, Prom, Quinceanera, etc.
Source	How the customer found you (Walk-in, Referral, Social Media, Google, Other)

Search

Type in the search bar to filter customers in real-time. Search matches across first name, last name, email, and phone. Results update as you type with a brief delay to keep things responsive.

Pagination

The list displays 25 customers per page with numbered page navigation at the bottom.

Adding a New Customer

Click New Customer to open the creation form.

Form Fields

Required:

• First Name
• Last Name

Contact Information:

• Email
• Phone
• Address — with autocomplete (start typing to get suggestions)
• City, State, ZIP

Event Details:

• Wedding / Event Date — date picker
• Event Type — Wedding (default), Prom, Quinceanera, Mother of Bride, Bridesmaid, or Other
• Source — Walk-in (default), Referral, Social Media, Google, or Other

Assignment & Preferences:

• Assigned Consultant — assign a team member to this customer
• Marketing Opt-in — checkbox for marketing communications consent

After saving, you're taken directly to the new customer's profile page.

Customer Profile

Click any customer in the list to open their profile. The page is split into a main content area with tabs and a sidebar with quick info.

Details Tab

The default tab shows:

Contact Information — email (click to copy), formatted phone number, and full address.

Event Details — event type, wedding/event date, source, and assigned consultant.

Notes — a timeline of internal notes about this customer. Add notes by typing in the text box and clicking Add. Each note shows who wrote it and when (e.g., "Sara McGuinn — 2 hours ago"). Notes can be deleted individually.

Appointments Tab

A table of all appointments for this customer, showing:

• Date and time
• Appointment type
• Consultant assigned
• Status badge (Confirmed, Pending, Completed, Cancelled, No-Show)

Click any appointment to open its detail panel for editing.

Orders Tab

A table of all orders for this customer:

• Order number (e.g., ORD-20260403-0001)
• Date created
• Type of order
• Staff who created it
• Total amount
• Status badge

Click any order to view its full details.

Payment Methods Tab

View and manage saved payment cards for layaway auto-charges and quick POS payments.

Each saved card shows:

• Card brand and last 4 digits (e.g., "Visa ****4242")
• Expiration date
• Gateway badge (Stripe or Square)
• Default indicator

From here you can:

• Add a new card — supports both Stripe and Square
• Set a card as default — used for automatic layaway charges
• Remove a card

Sidebar

The right sidebar includes:

Quick Info — avatar with initials, full name, date added, marketing opt-in status, and event type.

Party Members — track the bridal party or group. Each member has a name and role:

Role	Label
bride	Bride
maid_of_honor	Maid of Honor
bridesmaid	Bridesmaid
mother	Mother
other	Other

Click Add to add a party member, or remove them individually.

Danger Zone — delete the customer permanently. This removes all associated notes, party members, saved cards, appointments, and orders.

Editing a Customer

Click Edit Customer from the profile page to update any field. The edit form has the same fields as the creation form, pre-filled with current values.

Quick Actions from Profile

• New Order — opens the POS terminal pre-loaded with this customer
• Edit Customer — opens the edit form
• Back to Customers — returns to the customer list