Articles on
Customers
11 topics in this section
Appointment SummarySee all your appointments in one place, find out which staff your customers ask for, why bookings get cancelled and who doesn't turn up, and keep track of any…Consent Forms and SignaturesA consent form is a short text your customer reads and signs before a treatment, for example to confirm they've had a patch test before a colour service. You…Customer Visits by Gender, E-Checkin and Employee Customer ServiceA day-by-day breakdown of your visitors by gender, split into new and repeat customers — both the number of customers (the Count columns) and the amount they…Customer PackagesTrack the packages your customers have bought — how many services they've used, how many are left, and whether they still owe money on them.Leads and BookingsA lead is someone who has shown interest but hasn't become a customer yet — they called to ask about bridal packages, or walked in to check prices. Keeping…Loyalty PointsIf you run a loyalty programme, customers earn points on their bills and use them for discounts later. These reports show who has points, how they earned…Customer Memberships and WalletsThese reports show which customers hold memberships and how much money they have in their wallets. From here you can also extend a membership or wallet and…Customer Pending Amount and SettlementSometimes a customer doesn't pay the full bill right away — "I'll pay the rest next time". Invoay keeps track of what they still owe (their pending amount)…Repeat and Lost CustomersIt costs far less to keep a customer than to find a new one. These reports show you who keeps coming back and who has stopped coming — so you can thank the…Sending SMS and WhatsApp to CustomersSeveral customer lists in Invoay let you pick customers and send them a message straight away. It's perfect for offers, "we miss you" messages, or festival…View CustomersYour complete customer list — everyone who has ever been billed or registered at any of your stores.
About this section
Customers
The Customers menu is all about the people who keep your business going: who they are, who keeps coming back, who has drifted away, how their appointments went, which consent forms they signed, what they owe, and what memberships, wallets, packages and points they hold.
Several of these lists let you message customers straight away — see Sending SMS and WhatsApp.
| Menu item | Guide | When you'll see it |
|---|---|---|
| View Customers | View Customers | Always |
| Repeat Customer › Service / Product / Bill Based | Repeat and Lost Customers | Always |
| Lost Customer › Service / Product / Bill Based | Repeat and Lost Customers | Always |
| Customer Visits By Item › Services Taken By Customer / Products Bought By Customer | Repeat and Lost Customers | Always |
| Appointment Summary › Booking Summary | Appointment Summary | Always |
| Appointment Summary › Requested employee | Appointment Summary | Always |
| Appointment Summary › Cancellation reasons | Appointment Summary | Always |
| Appointment Summary › No-shows | Appointment Summary | Always |
| Appointment Summary › Pending Amount Summary | Appointment Summary | 🔑 Not shown on the SimplePOS plan |
| Consent forms | Consent Forms and Signatures | Always |
| Signed consents | Consent Forms and Signatures | Always |
| Consent missing | Consent Forms and Signatures | Always |
| Customer Visits By Gender | Customer Insights | Always |
| Customer Pending Amount | Pending Amounts | Always |
| Customer Pending Amount Settlement | Pending Amounts | Always |
| Customer Memberships | Memberships and Wallets | Always |
| Customer Wallet Report | Memberships and Wallets | Always |
| Membership Wallet Balance Update Summary | Memberships and Wallets | Only with the Multi Center Membership Wallet feature |
| Current Membership Wallet Summary | Memberships and Wallets | Always |
| Employee Customer Service Summary | Customer Insights | Always |
| Customer Packages › Package Summary / Partial Pending Summary / Package Services Sold vs Used | Customer Packages | Always |
| Loyalty Points › Customer Loyalty Points / Addition / Redeem | Loyalty Points | Always |
| Zoho Leads or Lead Management | Leads and Bookings | 🔑 Zoho Leads if your account is connected to Zoho CRM; otherwise Lead Management |
| Booking | Leads and Bookings | Always |
E-Checkin Customer Summary isn't on this menu. You reach it from Settings › Back Office › All Stores — see Customer Insights.