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Adding Customers
Create a customer record by hand, understand registered versus walk-in customers, and let WellDesk stop you making duplicates.
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Customer Records
Read a customer record — your shop card, their own verified profile, booking history and notes — and understand which fields you can edit.
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Importing Customers from CSV
Bring an existing client list into WellDesk from a spreadsheet — the columns required, how duplicates are handled, and how to read the results.