Customer Profile Overview
Each customer in Tiquo has a comprehensive profile containing all their information, history, and interactions with your business.Profile Header
The profile header shows at-a-glance information:Photo
Customer’s profile photo (uploaded or generated avatar)
Name
Full name and any titles
Stage
Current lifecycle stage badge
Actions
Quick action buttons
Quick Actions
- New Booking: Create a booking for this customer
- Send Email: Open email composer
- Add Note: Quick note entry
- Edit Profile: Open edit mode
- More: Additional options menu
Contact Information
Basic Fields
| Field | Description | Validation |
|---|---|---|
| First Name | Required | Text |
| Last Name | Required | Text |
| Primary email | Valid email format | |
| Phone | Phone number | Any format accepted |
| Date of Birth | For age-related services | Date picker |
Address
Full address support with:- Street Address: Line 1 and Line 2
- City: City/town
- State/Region: State, province, or region
- Postal Code: ZIP or postal code
- Country: Country selector
Additional Contact
- Secondary Email: Backup email address
- Work Phone: Business phone
- Mobile Phone: Mobile number
- Emergency Contact: Name and number
Custom Fields
Define unlimited custom fields for your organization:Field Types
| Type | Use Case |
|---|---|
| Text | Any text value |
| Number | Numeric values |
| Date | Date picker |
| Select | Dropdown options |
| Multi-select | Multiple selections |
| Checkbox | Yes/no values |
| URL | Website links |
| File | Document uploads |
Creating Custom Fields
- Go to Settings → Customer Settings
- Click Custom Fields
- Add new field with:
- Field name
- Field type
- Required/optional
- Default value (optional)
- Visibility (all staff or specific roles)
Activity Timeline
A chronological history of all customer interactions:Event Types
Orders
Orders
- Order created
- Order confirmed
- Order completed
- Order cancelled
- Payment received
Bookings
Bookings
- Booking scheduled
- Booking rescheduled
- Booking checked in
- Booking no-show
- Booking completed
Communications
Communications
- Email sent
- Email opened
- Email clicked
- SMS sent
Profile Changes
Profile Changes
- Profile created
- Information updated
- Note added
- Tag changed
- Lifecycle stage changed
Timeline Filtering
Filter the timeline by:- Event type (orders, communications, changes)
- Date range
- Staff member
- Search text
Notes & Attachments
Adding Notes
- Click Add Note in the profile
- Enter your note text
- Optionally @mention team members
- Click Save
Note Features
- Rich text: Bold, italic, lists, links
- Mentions: Tag team members to notify
- Pinning: Pin important notes to top
- Search: Full-text search within notes
- History: See when notes were edited
File Attachments
Attach files to customer profiles:- Documents (PDF, Word, etc.)
- Images
- Contracts
- ID verification
- Consent forms
Files are stored securely and accessible only to authorized team members.
Orders Tab
View all orders for this customer:Order List
| Column | Description |
|---|---|
| Order # | Unique order identifier |
| Type | Booking, Enquiry, Purchase |
| Date | Order or appointment date |
| Status | Current order status |
| Total | Order total amount |
| Paid | Amount paid |
Order Actions
- Click to view order details
- Quick reschedule for bookings
- Process payment
- Send receipt
Membership Tab
Loyalty and membership information:Current Membership
- Program: Which loyalty program
- Tier: Current tier level
- Points: Points balance
- Next Tier: Progress to next tier
- Expiry: When membership renews
Rewards
- Available rewards
- Redeemed rewards history
- Points transactions
Wallet Passes
- Apple Wallet status
- Google Wallet status
- QR code for check-in
Loyalty Program
Learn about loyalty programs
Relationships
Associated Company
Link customers to company accounts:- Company name and role
- Billing relationship
- Multiple contacts per company
Social Graph
View customer relationships:- Referrals (who referred whom)
- Family members
- Business associates
- Group bookings
Companies
Managing B2B customers
Analytics Summary
Quick stats visible in the profile:| Metric | Description |
|---|---|
| Total Spent | Lifetime spending |
| Order Count | Number of orders |
| Avg Order Value | Average transaction |
| First Order | Date of first order |
| Last Order | Date of most recent order |
| CLV | Customer lifetime value |
Profile Settings
Communication Preferences
- Email opt-in/out
- SMS opt-in/out
- Marketing preferences
- Preferred contact method
Privacy
- Data export request
- Deletion request
- Consent management
Editing Profiles
Inline Editing
Click any editable field to update it directly.Full Edit Mode
Click Edit Profile for comprehensive editing:- All fields become editable
- Make changes
- Click Save or Cancel
Edit History
View change history:- Who made changes
- When changes were made
- What was changed
- Previous values