Add customers
Most customers come to you on their own: they register on your booking page or in the customer app and book. But you can also create customers yourself in the Manager, for example for regular customers you want to bring into the system.
How do I create a customer manually?
You create a customer in the Manager under Customers (app.bookicorn.net/kunden).
- Open Manager → Customers.
- Tap Create customer. On a phone, this is the icon at the top right. Alternatively, on the dashboard via the Add plus sign and then Create customer.
- Under Personal information, fill in First name, Last name and Email. Phone and Date of birth are optional. For a company, nursery or school, also enter Company or organisation. First and last name are then optional.
- Leave Send invitation by email switched on if the customer should receive a link to set their password right away.
- If needed, add Street & house number, Postal code and City under Address.
- Tap Create customer.
As long as a required detail is missing, the button reads Next and takes you to the missing field.
Only admins can create customers.
Companies, nurseries and schools as customers
If an organisation books with you instead of a single person, for example a nursery, a school or a company, create it as a business customer:
- Under Personal information, enter the name under Company or organisation, for example "Sunshine Nursery".
- First name and Last name are then optional. If you enter them, they are the contact person.
- Email remains required.
This is how a business customer appears in the Manager:
- The customer list, the customer sheet, the participants of a session and the calendar show the company. In the customer list and the customer sheet, the contact person appears below it.
- The search finds both the company and the contact person.
- Invoices go to the company. If there is a contact person, "Attn." with their name appears below it.
- Emails address the contact person, or the company with "Hello" if there is no contact person. In emails and notifications to you, the company appears with the contact person, for example "Kita Dahlum (Pia Fricke)".
- The CSV export has its own Company column.
For an existing customer, add the company in the customer sheet under Edit.
The invitation by email
With Send invitation by email, the customer receives an email with a link to set their password. The link is valid for 7 days.
If you switch off the invitation, the account is still created. The customer can sign in later themselves via "Forgot password".
If the customer missed the invitation, you can send them a new link in the customer sheet under More → Reset password.
Create a customer without an email address?
A customer can't be created without an email address. The email is required because sign-in, booking confirmations and invoices go through it.
A guest you create when booking someone in also needs an email address.
If the email address already has an account
When creating, Bookicorn checks the email address:
- The person is already a customer of yours: the Manager reports "This customer is already registered with your studio." No second entry is created.
- The person already has a Bookicorn account, for example with another studio: they are assigned to your studio. Their profile details stay as they are, and your entries don't overwrite them. If the invitation is switched on, they still receive the link to set their password.
Create a guest without an account when booking someone in
If you just want to quickly book someone in for a session, you don't have to create a customer first. With the "Guest Booking" addon, the Person step of booking someone in has the Book in as a new guest section:
- First name, Last name and Email are required, Phone (optional) is optional.
- If the email already belongs to someone, the Manager shows "This email already belongs to … The booking will be assigned, no duplicate is created."
- The guest then appears in your customer list with the Guest badge.
- Guests can't pay with credits.
- A guest receives no invitation and no link to set a password, only the booking confirmation if Send confirmation email is switched on.
The whole process is described in Book in participants.
Import customers
There is no import of customer lists, for example as a CSV file, in the Manager. You can create customers individually or record them as a guest the first time you book them in. If you want to bring over many existing participants, write to us, and we'll work out together how they get to Bookicorn.
The other direction works: in the table view of the customer list, you select rows and export them with Export CSV.
Your plan's customer limit
If your plan has a limit on the number of customers and you are getting close to it, the customer list shows admins "Customers: … of …". Once the limit is reached, no further customer can be created and the Manager shows "Customer limit reached". Paid plans have no limit. Which limits apply is described under Pricing tiers.
Frequently asked questions
How do I create a customer manually? Under Manager → Customers with Create customer. Enter the first name, last name and email and tap Create customer.
Can I create a nursery, school or company as a customer? Yes. Enter Company or organisation when creating the customer. First and last name are then optional and count as the contact person, and invoices go to the company.
Do I have to create a customer before I can book them in? No. With the "Guest Booking" addon, you create them directly as a guest when booking them in.
Can I create a customer without an email? No, the email address is required.
The customer didn't receive the invitation. What should I do? Send a new link in the customer sheet under More → Reset password. Also check whether the address is spelled correctly.
Can I import my customer list from another program? There is no do-it-yourself import. Write to us, and we'll find a way together.
Can trainers create customers? No, only admins can.