ResNeo HelpDashboard

Your contacts (CRM)

See every client's visits, bookings, and contact details in one place, and reach them in a click.

Your contacts (CRM)

Contacts is your client book: who they are, what they have booked, what you have sent them, and what you know about them.

Before you start

  • Contacts are created for you when someone books. You rarely need to add one by hand.
  • Merge and Erase data are admin only and cannot be undone.

Reading a contact row

Each row shows the name, phone and email where you have them, how many visits they have made, when they last came in, and a blue pill for their next booking. Tags appear as small pills, and a red NS marker flags no-shows. Walk-ins with no details show as Anonymous.

A contact row in the Directory

One row in the Contacts directory showing avatar, name, contact details, visit count and tags.

DIRECTORYJSJane Smith07700 900123jane@email.com12 visits1 NS3 weeks agoTue 2 Jul, 10:00VIPRegular+1

Tip: use Select all on page to tick everyone shown, then run a bulk action such as Add tag... or a message.

Find someone

Search by name, phone, or email. Use Filters to narrow by Who to include, or pick a Smart list such as clients you have not seen recently. Clear filters starts over.

Open a contact

Click a row to open the full profile underneath it. The profile is a stack of folded sections, each showing a one-line summary. Tap a section heading to open it.

The expanded contact detail panel

The contact detail panel with visit stats, tags, Guest bookings history and the New booking and Send actions.

SMSarah Mitchell▾FIRST NAMEDaraSURNAMEMulliganLAST VISIT14 JunCONTACT DETAILSEditNameSarah MitchellPhone07700 900123Emailsarah.mitchell@example.comTAGSVIP xRegular x+ Add a tag…+New bookingMerge…Erase dataadmin onlyGuest bookings▾14 Jun, Deep tissue massageCompleted02 May, Facial treatmentCompletedMESSAGES & PRIVACYSend viaEmail & SMS (if available)▾SMS / email to Sarah…Send
  1. At the top sits the name, with a visits pill and a no-show pill.
  2. Below are First name, Surname, Email, and Phone, then Last visit and Next visit. Click Edit to change them, then Save changes.
  3. Open Guest bookings for past and upcoming visits. Each has a Rebook button.
  4. Open Record & preferences for marketing consent and anything else you hold.
  5. Open Compliance to see their patch tests, consents, and intake forms.
  6. Open Messages & privacy to message them and read what you have sent.
  7. Click New booking near the top to book them in with their details filled in.

Good to know: tags save the moment you add or remove one.

Message a client

  1. Open Messages & privacy.
  2. Choose Send via: Email & SMS (if available), email only, or SMS only.
  3. Write the message and click Send.

Everything you send is listed in the message log underneath.

Merge two records

If the same person appears twice, open one and click Merge.... Merging keeps one record and moves the other's bookings, tags, and notes onto it. The second record disappears.

Warning: merging cannot be undone.

Export your list

Click Export for a CSV you can open in Excel or Numbers. Whatever filters and sort you have on are applied to the file.

Common problems & fixes

Problem Likely cause Fix
I cannot find a client A filter or smart list is narrowing the view Click Clear filters, then search again
A section looks empty The sections are folded by default Tap the section heading to open it
The same person is in twice They booked with two different emails or phone numbers Open one and use Merge...
My export is missing people Exports follow your current filters Clear the filters, then export again
I cannot see Merge... or Erase data Both are admin only Ask an admin
A client shows as Anonymous They were a walk-in with no details saved Open the booking and add their details

Next steps