Search Customer By Mobile Number and Avoid Booking Mistakes#1708

I was having trouble finding customer names in the CRM whenever clients asked me to book appointments on their behalf, especially for returning customers for a salon. This issue arises because many customers have identical names, particularly here in the Middle East, where common names are shared by many individuals.

One client recently complained that their staff made booking mistakes, which damaged the company’s brand. These errors were primarily due to the reliance on names alone for identification.

To address this, I suggest implementing the following changes to the booking process:

1. Search functionality by mobile number.
2. Require two verification parameters before reception staff can make a booking:
3. Mobile Number
4. Email Address

This approach will significantly reduce booking errors and help maintain the company’s reputation.

Very important and needed

Being able to search for a client by phone number or email address is vital, it prevents errors, and it’s also something a client recently requested.