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5.4 Tips & troubleshooting

  • Customer with no contact: a customer must have phone or email (at least one). With no contact, the appointment still saves, but the customer isn't created/linked and gets no notifications.
  • Phone numbers: stored in international format (E.164). Use the country selector in the phone field to get the right dial code.
  • Customers aren't shared across businesses — each business has its own base.

💡 Scenario: a customer booked online with their email and later called and booked by phone. The system detects the duplicate (same name/contact in different records) and shows the badge — do a merge (5.2) to keep one unified history.


Next: Messages & notifications.