Customer Management
Every customer's history, notes, and bookings in one place.
Customer knowledge lives only in your head
- Preferences and notes get forgotten
- Past appointments are scattered everywhere
- New staff start from zero
- Excel lists go stale immediately
A memory for your business
Every booking automatically builds the customer's record: visits, services, and notes — ready before their next appointment.
- Auto-built profiles - Created at first booking, updated at every visit.
- Notes & preferences - Allergies, styles, session details — on the record.
- History at a glance - What, when, and with whom — on one screen.
- Import your list - Bring existing customers in from Excel or CSV.
How it works
A profile is created at first booking
When a customer books for the first time, ReservDM automatically creates their record. There is no manual data entry and no new spreadsheet to start.
Every visit updates the record
Each booking adds to the profile: the service, date, and staff member roll up automatically, so the customer's history builds itself over time.
Add notes and preferences
Record allergies, preferred styles, or session details directly on the profile. Those notes stay on file, so any team member — even new staff — can serve consistently.
See history at a glance
Open a profile to see what, when, and with whom on one screen. You can also import existing customers from Excel or CSV, so you don't start from zero.