Customers and members.
Everything about the people you serve: records, forms, groups and requests.
How to add a new customer or member
Create a customer record at the desk with a name and an email or phone, and number new members automatically with your own prefix.
Front desk staff, owners and managers · Every plan (Basic, Advance and Team)
How to import customers and their memberships from a spreadsheet
Move your customer list into Timeo from Excel, Fresha, Setmore or any CSV, with active packages, expiry dates and sessions used, and preview it first.
Owners and managers · Every plan (Basic, Advance and Team)
How to find customers and see whose membership is expiring
Search customers by name, phone or email, filter by booking or package status, list who expires soon or has lapsed, and export the list to CSV.
Front desk staff, owners and managers · Every plan (Basic, Advance and Team)
How to edit a customer profile and keep notes
Update a customer contact details, member ID, card, VIP badge or active status, and keep front desk notes such as allergies and preferences.
Front desk staff, owners and managers · Every plan (Basic, Advance and Team)
How to track birthdays and send birthday wishes
Collect customer birthdays from the profile, import, questionnaire or app, see upcoming birthdays, and send an automatic greeting with a gift coupon.
Owners, managers and front desk staff · Every plan (Basic, Advance and Team)
How to set up the new member questionnaire
Ask new members about goals, injuries or experience when they ask to join, keep the answers on their profile, and make a phone number required.
Owners and managers · Every plan (Basic, Advance and Team)
How to approve or reject people who ask to join
Choose whether new members join straight away or wait for approval, then review each join request with its message and questionnaire answers.
Owners and managers · Every plan (Basic, Advance and Team)
How to collect signed consent forms before a service
Build a consent form with health questions, a body diagram and a drawn signature, attach it to services, and have customers sign before their visit.
Owners and managers · Every plan (Basic, Advance and Team)
How to build customer segments
Create a dynamic customer list from rules such as booking count, last booking, total spent or email domain, preview the matches, and use it in campaigns.
Owners and managers · Advance and Team
How to delete, restore or merge customers
Delete a customer with a reason, restore them from the trash, or merge a duplicate record into the right profile so their history stays together.
Owners, admins and managers · Every plan (Basic, Advance and Team)
How to handle customer data export and deletion requests
Answer a customer privacy request under PDPA style rules: queue a downloadable copy of their data, or start a deletion that they confirm by link.
Owners · Every plan (Basic, Advance and Team)
Other topics
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