Customer management (CRM)

Every customer, in one tidy list.

See your customers in a searchable list, open any record for the full profile and booking history, and add or edit people by hand. Moving from another tool? Bulk-import from a CSV template, then handle GDPR data export and erasure right from the customer record.

Best for: businesses that want a clean record of who books with them, an easy way to bring existing customers across, and a straightforward way to honor data requests.

What it solves

Customer details that live where the bookings do.

Spreadsheets drift out of date, and contact details scattered across inboxes and old tools are hard to trust. FullClass keeps each customer as a single record next to their bookings, so the name, email, and phone you see are the ones you actually used to take payment.

Search the list to find anyone fast, open a record to see their booking history, waiver acceptances, and gift cards in one view, and edit the details when they change. When someone asks for their data or asks to be removed, an owner can export or erase that record without touching a database.

Customers

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Ava Mitchell12 bookings
Ben Ortiz4 bookings
Carla Reyes9 bookings
Imported 248 of 250 rows
What you get

A simple, honest customer record.

  • Searchable customer list. Browse every customer and search by name or email to find the right person in seconds.
  • Full customer detail. Open a record to see the profile alongside booking history, waiver acceptances, and gift cards in one place.
  • Add and edit by hand. Create a customer manually and update their name, email, phone, and marketing opt-in whenever details change.
  • CSV bulk import. Bring existing customers across in one upload from a CSV, with duplicate emails and empty rows skipped automatically.
  • Downloadable template. Grab a ready-made CSV template with the exact columns the importer expects, so switching from another tool is a clean migration.
  • GDPR data export. An owner can export a customer's data, including profile, bookings, waiver acceptances, and gift cards, as a single file.
  • Right to erasure. An owner can erase a customer's personal details in place to honor a removal request.
  • Owner-only for sensitive actions. Export and erasure are limited to the account owner, while your team can still view, add, and edit customers.
How it works

From scattered contacts to a clean list.

1

Bring your customers in

Download the CSV template, fill it from your old tool, and upload it to import everyone at once, or add customers by hand.

2

Find and open a record

Search the list by name or email, then open a customer to see their profile and booking history together.

3

Keep details current

Edit a customer's name, email, phone, and marketing opt-in any time their information changes.

4

Handle data requests

When asked, an owner can export a customer's data or erase their personal details to meet GDPR obligations.

Switching tools? Start with a single import.

Bring your existing customers across with one CSV upload, then let the list grow on its own as people book. Reach them later through notifications or your Mailchimp audience. No database access required.

Get started today

Start with a clean, searchable customer list.

Start taking bookings in minutes. Import your existing customers and keep every record in one place from day one.

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