Customers
Customer records, history, documents and risk tracking.
Customer list: search, filters and active plans
Learn the columns on the Customers page, the active plan cards, search that ignores Turkish characters and case, the advanced filters and the 15 sorting options.
Adding a new customer (one by one and in bulk)
Learn the fields in the Add Customer window, the unique phone rule, the guardian mechanism, billing information and the Bulk Add Customers wizard that also sells packages and subscriptions.
The customer detail page: tabs and Overview
Get to know the tabs on the customer profile (notes, sales cards, packages, debts, payments, module tabs...), the Overview panels, the management menu at the top right and where to do what the card doesn't offer.
Customer notes: internal notes with a topic and date
Keep internal notes about a customer with a topic and date (dye formula, allergies, the treatment done). Notes show on the customer card, on every sales card and in the appointment window; the customer never sees them.
Visit rhythm and reliability: spot customers who stop coming in time
Piyzi learns each customer's own visit rhythm and tells you when they fall off it; the reliability score measures no-shows, late cancellations and past-due debt.
Banning and deleting a customer: what happens, what gets blocked?
A banned customer cannot book online and cannot sign in to the customer site; deleting removes the customer from the lists and is blocked in three cases. The details are in this article.
Saving a customer list and starting an SMS campaign
Save the customer audience you filtered as a named list and hand it to the campaign creation page in one click.
Importing customers from Excel/CSV
Bring the customer list from your old system over with a 4-step wizard: upload the file, map the fields, preview and read the result. Customers already registered with the same phone are skipped.