Maintain customer records
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Search, create and update a customer without creating duplicates.
Outcome
You use the correct customer record and can review its available history.
Last reviewed
2026-09-12 · Operations
Before you begin
- Customer access for your organization role.
Open the right workspace
- 1Sign in and open Dashboard.
- 2Choose Customers from the dashboard navigation.
- 3If the item is not shown, ask an owner to check your access and the account package.
Find the correct person
- 1Search using the information you already have before adding a record.
- 2Open the result and compare its contact details and booking history.
- 3Create a record only when no correct match exists; update only the fields you can confirm.
- 4Use delete or export only when the control is available and you understand the consequence.
How to know it worked
- • The correct record shows the confirmed details without an unnecessary duplicate.
If something goes wrong
- Do not assume two people are the same because they share a phone number or email address.
- If the problem remains, open Support and describe what you expected and what appeared.