Key takeaways
- Use customer profiles to store structured contact and preference data.
- Capture context before the visit so staff arrive prepared.
- Keep intake visible to roles that need it — not everyone.
Intake reduces day-of surprises
Salons, clinics, and coaches ask different pre-visit questions. Storing answers on the customer record beats scattered DMs.
Profiles in FLEXY
Customer workspace profiles hold contact details, history, and notes visible to authorized staff — tied to bookings and visits.