Creating Customers
This guide shows you how to manually create new customers in your studio.
When to Create Manually?
Typical Scenarios
- Walk-in customers: Someone comes to the studio and wants to book immediately
- Phone registration: Customer calls in and doesn't have an online account
- Voucher recipients: You create an account for a gift voucher
- Corporate customers: Employees of a partner company
- Migration: Import from an old system
Self-Registration
Normally customers register themselves:
- Through your website
- When purchasing their first credit package
- When booking their first course
Step-by-Step Guide
1. Open the Customer Area
Navigate to Admin → Customers.
2. Create a New Customer
Click "Add customer" (plus button).
3. Fill in the Form
The modal has 3 tabs:
Tab 1: Personal
| Field | Required | Description |
|---|---|---|
| First name | Yes | Customer's first name |
| Last name | Yes | Customer's last name |
| Yes | For login and notifications | |
| Phone | No | Contact number |
Tab 2: Address
| Field | Required | Description |
|---|---|---|
| Street | No | Street and house number |
| Postal code | No | Zip code |
| City | No | City of residence |
| Country | No | Country (default: Germany) |
Tab 3: Settings
| Field | Description |
|---|---|
| Status | Active, Inactive, VIP, Blocked |
| Notes | Internal remarks |
4. Save
Click "Create". The customer receives:
- An account in your studio
- Optional: Invitation email with password link
After Creating
Setting a Password
The customer must set their own password:
- Open the customer detail
- Click "Send password reset"
- Customer receives email with link
- Customer sets their own password
Adding Credits
If the customer should receive credits immediately:
- Open customer detail → Tab "Credits"
- Click "Add credits"
- Select package or manual amount
- Save
Email Validation
Duplicate Check
The system automatically checks:
- Email already in the system?
- Email format valid?
Error for Duplicate
"A customer with this email address already exists."
Solution: Search for the existing customer instead of creating a new one.
Customer Sources
Tracking
Bookicorn tracks where customers come from:
| Source | Description |
|---|---|
| Manual | Manually created (admin) |
| Website | Self-registration |
| Widget | Via embedded widget |
| Invite | Via invitation link |
| Import | CSV import |
Evaluation
A dedicated analytics page for this does not currently exist. Recent signups are shown on the Overview, the full list with filters is under Customers.
Invitation Links
Alternative to Manual Creation
Instead of creating customers manually:
- Go to Customers → Invitations
- Create a new invitation link
- Configure:
- Bonus credits
- Validity
- Max. uses
- Share the link with the customer
Advantage: Customer registers themselves, data is correct.
Import (CSV)
Mass Import
For many customers at once:
- Export customer data from old system as CSV
- Go to Customers → Import
- Upload CSV file
- Map columns to fields
- Start import
CSV Format
vorname,nachname,email,telefon
Max,Mustermann,max@example.com,0123456789
Anna,Schmidt,anna@example.com,
Required fields: vorname, nachname, email
Frequently Asked Questions
Can the customer edit their profile themselves?
Yes, in the customer dashboard under Profile they can:
- Change name
- Change email (with confirmation)
- Change phone
- Change address
What if the email is wrong?
The customer cannot log in. You can correct the email in the admin area.
Can I delete customers?
For data protection reasons, customers can only be deactivated. For GDPR requests, contact support.
Can I transfer customers between studios?
No, each studio has separate customer data. Customers can, however, be registered in multiple studios (same email).