Manage Customers, Booking History, and Staff Access
Maintain customer contact details, timezone, consent, linked users, booking history, paid totals, and staff ownership rules.
Applies to 2.0.2+
Free
Stable
Verified August 3, 2026
The Customers directory combines customer identity with appointment and payment history. Booking Staff users can be restricted to appointments assigned to their linked staff profile.
Open the feature
Go to Yo Booking > Customers.
Before you start
- Define which Booking Manager and Booking Staff accounts may access customer information.
- Review the site privacy policy and retention period.
Recommended workflow
- Search, create, or open a customer record.
- Review contact details, timezone, marketing consent, booking count, and paid total.
- Correct customer details and link a WordPress user when appropriate.
- Open booking history and verify appointment ownership.
- Export only the customer data required for an authorized business purpose.
What success looks like
- Appointments link to the correct customer and staff member.
- Restricted staff accounts cannot access unrelated appointments or customer records.
Important notes
- Customer, booking, payment, and notification data remain in the local WordPress database unless an administrator configures an integration.
- Use WordPress privacy tools for personal data requests.
Release and support resources
Continue from Yo Booking documentation to the complete product workflow.
Review the product page for the current release, installation options, and support resources.
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