Customer Profiles

SunMule keeps one customer profile for your whole company, so a customer is the same person at every one of your salons.

Finding customers

• Use the search box in the header to find a customer by name or contact details.
• Open Customers for the full list.

Administrators, Managers, Leaders and Guest Services can view and edit customers.

Adding a customer

Open Customers > Add and choose how the customer completes their details:

• Text message: SunMule texts a sign-up link.
• Email: SunMule emails a sign-up link.
• QR code: The customer scans a code on your screen with their phone.
• Manual entry: Staff type the details in.

You enter the customer's first and last name, email, mobile number, date of birth, address, skin type and home salon. Customers who use a link fill in their own details and sign your waiver on their phone. See Waivers and sign-up.

The customer page

Each customer page has these tabs:

• Account: Contact details, date of birth, address, skin type (Fitzpatrick scale), barcode ID, home salon, waiver status and current plan.
• Activity: A log of plan changes, session purchases, check-ins and cancellations across all of your salons.
• Sessions: The customer's completed sessions.
• Payments: Payments made by the customer, with refunds. See Payment processing.
• Billing: Plan billing and saved payment methods.
• Notes: Internal staff notes.
• Audit: A field-level history of changes to the profile.

Home salon

A customer's home salon is set when the account is created, normally to the closest salon. It decides which salon receives their membership EFT payment when you use home-salon allocation. See Payment processing.

Barcode ID

Every customer has a barcode ID that staff can scan at the point of sale to find the customer.

Waiver status

The Account tab shows a badge: Signed, Not signed or Needs re-sign. Staff can resend the waiver link. If a customer's state requires separate consent for minors, SunMule tracks that consent as well.

Plans

On the Account tab, staff can assign or change a customer's plan, and sell one-time plans and packages. For customers on a plan with a monthly session limit, the Buy Top-Up Sessions button sells extra sessions. See Membership plans.

Disabling a customer

Staff can toggle a customer between Active and Disabled. A disabled customer stays in search results but cannot change plans, buy sessions or check out. You can re-enable the account at any time.

Importing customers

If you are moving from another system, SunMule support can import your customers, memberships and stored payment methods. See Initial setup.