Customers lists the people whose bookings belong to the active business and shows the booking count available to your role. Open the booking itself for visit instructions or a conversation; the customer list is not an address book for unrelated contact.
What to do
- 01
Open the customer record
Open Customers in the active business and choose a customer whose bookings belong to that workspace.
- 02
Continue to the booking
Open the relevant booking for visit instructions or conversation history. Use the record only for the business work it supports.