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Creating and Editing Customer Profiles

Building strong relationships starts with strong data. In Punchey customer profiles, every detail you capture helps improve marketing results, streamline service, and generate more meaningful reports. Whether you’re an owner, admin, or staff member, creating and maintaining rich customer records is a core part of running a high-performing business.

Benefits of Complete Profiles

A complete customer profile is more than just a name and phone number—it’s the foundation of effective engagement. When you fully build out a profile, you:

  • Increase marketing ROI – Targeted promotions and campaigns work best when they’re sent to the right people with the right message.

  • Deliver better service – Staff can see a customer’s history, preferences, and notes at a glance, making interactions faster and more personalized.

  • Improve reporting accuracy – Richer data leads to more insightful reports, helping you identify top customers, high-value segments, and trends.

  • Streamline repeat visits – Saved preferences, past bookings, and linked transactions mean less time spent re-entering details.

Adding a New Customer

To add customers to Punchey, follow these steps:

  1. Open Customers – Log into Punchey Live and go to the Customer Directory.

  2. Click “New Contact” – This will open the profile creation form.

  3. Enter core contact details:

    • First and last name

    • Email and/or phone number

    • Address (recommended for direct mail and geographic targeting)

  4. Add extra data for better marketing and service:

    • Birth date for birthday promotions

    • Notes about preferences or past feedback

  5. Save the profile – If applicable, link it immediately to a sale or booking to begin tracking history.

Editing Existing Profiles

Customer information can change, so profiles need updates over time. To edit:

  1. Search for the customer in Customer Directory.

  2. Click the profile to open details.

  3. Hover over the customer's name and select the pencil icon to edit the details.

  4. Save changes so marketing, reporting, and service stay accurate.

Regular updates prevent bounced emails, missed opportunities, and gaps in history.

Tips for Data Accuracy

  • Verify before saving – Double-check spelling of names, emails, and addresses.

  • Use consistent formats – Standardize phone number formatting, address style, and date entry.

  • Update on the spot – If a customer mentions a new phone or email, update immediately.

  • Leverage notes – Create quick identifiers like “VIP,” to call out important information to remember about the client.

Linking Profiles to Transactions and Bookings

To get the full value of your customer data, link every sale, appointment, or service to the correct profile:

  • At checkout – Select the customer before processing payment.

  • When booking – Attach the profile to the appointment at creation.

Linked data ensures accurate lifetime value tracking, repeat marketing, and consistent service notes across visits.

Key Takeaway

Complete and well-maintained Punchey customer profiles make your marketing smarter, your service smoother, and your reporting stronger. A few extra seconds of data entry today can lead to more sales, better retention, and happier customers tomorrow.