Manage Your Customer Directory
The customer directory is the business-side record of people who book, buy or receive services from you. Each record belongs to your business; it is not a shared public address book.
Where to find it
Section titled “Where to find it”Open CRM → Customers. The Customers page shows the records available to your account.
Add a customer
Section titled “Add a customer”- Select Add Customer.
- Enter the customer Name and Phone. Add Email when available.
- Choose a source, add source detail and assign tags when they help your team.
- Review the contact details with the customer.
- Save the record.
The same phone number cannot be used by two customers in one business. If Yepsta reports that the customer already exists, search for that phone number and update the existing profile.
Find the right record
Section titled “Find the right record”Use search together with filters for source, tag, segment, follow-up, feedback, documents, packages, last visit, revenue or retention status. Sorting helps surface recent, high-value or inactive customers without changing their records.
Select a customer to open the profile and timeline. Use Edit for corrected contact details, source information or tags.
Organize several customers
Section titled “Organize several customers”Bulk actions can assign tags or add customers to a static segment. Dynamic segments are rule-based and cannot be populated manually. Import and export are available from the page, but prepare and validate those files using your business’s approved data-handling process.
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