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

Tab 2: Address

Tab 3: Settings

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:

1. Open the customer detail
2. Click "Send password reset"
3. Customer receives email with link
4. Customer sets their own password

Adding Credits

If the customer should receive credits immediately:

1. Open customer detail → Tab "Credits"
2. Click "Add credits"
3. Select package or manual amount
4. 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:

Evaluation

Under Statistics you can see:

• Customers per source
• Conversion rates
• Growth over time

Invitation Links

Alternative to Manual Creation

Instead of creating customers manually:

1. Go to Marketing → Invitations
2. Create a new invitation link
3. Configure:
   • Bonus credits
   • Validity
   • Max. uses
4. Share the link with the customer

Advantage: Customer registers themselves, data is correct.

Import (CSV)

Mass Import

For many customers at once:

1. Export customer data from old system as CSV
2. Go to Customers → Import
3. Upload CSV file
4. Map columns to fields
5. 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).

Next Steps

• Manage credits →
• Communication with customers →
• Back to overview →