# 👥 Customers page: search, sort, export and customer notes

> See every person who has booked with you, search and sort them, check their booking history, add private notes and export the list to CSV or XLSX.

The **Customers** page lists everyone who has booked with you, with their totals, last and next visits and the services they booked. It is the quickest way to find a customer, check their history or export your list.

## How to get there

1. In your Shopify admin, click **Apps**.
2. Open **Cowlendar Booking**.
3. Click **Customers** in the app sidebar.

The number next to the title is your total number of customers.

## Search, filter and sort

![Customers toolbar with search, filters, sort and export](https://orka-chat.fra1.cdn.digitaloceanspaces.com/prod/help/671a5e245d077ea954b2cd4c/1792118394174-c1.webp)

- **Search:** type a customer name, email or phone number in the search box.
- **All services:** show only customers who booked the services you tick.
- **All teammates:** show only customers who booked with the teammates you tick.
- **Sort:** click the sort icon and choose **Total bookings**, **Total spent**, **Last visit** or **Name**, then **Ascending** or **Descending**. The default is Total bookings, highest first.

![Sort options](https://orka-chat.fra1.cdn.digitaloceanspaces.com/prod/help/671a5e245d077ea954b2cd4c/1792118417613-c3.webp)

## What each column shows

![Customers table columns](https://orka-chat.fra1.cdn.digitaloceanspaces.com/prod/help/671a5e245d077ea954b2cd4c/1792118409276-c2.webp)

| Column | What it shows |
|---|---|
| **Customer** | Name and email |
| **Contact** | Phone number, or a dash if there is none |
| **Total bookings** | How many bookings this customer has made |
| **Total spent** | Sum of what they paid, or a dash if zero |
| **Last visit** | Date of their most recent booking |
| **Next visit** | Date of their next upcoming booking, or a dash |
| **Services** | The services they booked, with a counter when there are many |
| **Actions** | The **Details** button |

The list loads in groups. Click **Show more** at the bottom to load more customers.

## Open a customer's details

Click **Details** on any row. The window shows:

![Customer details statistics and tabs](https://orka-chat.fra1.cdn.digitaloceanspaces.com/prod/help/671a5e245d077ea954b2cd4c/1792118425722-c4.webp)

- Five summary cards: **Total bookings**, **Total spent**, **First visit**, **Last visit** and **Top service**.
- A **Bookings** tab with every booking of that customer, in the same layout as the Bookings page.
- A **Notes** tab for private notes.
- Buttons to **Edit** the customer, **Export** their data and create a **Manual booking** for them.

## Add private notes

1. Open the customer with **Details**.
2. Go to the **Notes** tab.
3. Write your note and click **Add note**.

![Customer notes tab](https://orka-chat.fra1.cdn.digitaloceanspaces.com/prod/help/671a5e245d077ea954b2cd4c/1792118434032-c5.webp)

Notes are for you and your team. Customers never see them.

## Export your customers

Click **Export** and choose **Export CSV** or **Export XLSX**. If you tick the checkbox of one or more rows first, the button shows how many are selected, for example **Export (1)**, and only those customers are exported. Tick the box in the header to select all rows on screen.

## Add a customer manually

Click **Add customer** at the top right to create a customer yourself, for example someone who booked by phone.

## FAQ

### Are customers created automatically?
Yes. A customer appears the first time someone books a service. You can also add one manually.

### Is there a bulk action on this page?
Selecting rows only changes what **Export** sends. There are no bulk edit or delete actions here.

### Is this feature limited to a plan?
No. All Cowlendar features are available on every plan. Plans only differ by monthly booking or revenue volume.

If you need help, reach out through our in-app chat.