Create a customer record without booking yet
Common operator paths: phone signup ("I'd like to set up an account"), in-person intake at the counter, or attaching a record to a walk-in that already happened. The screen is forgiving — name + one contact channel is enough to save.
- Name — required.
- Email + phone — at least one required; both recommended. Phone for SMS booking confirmations, email for receipts + marketing.
- Plan tier — assign a membership plan (Standard / Premium / custom) or leave as Public.
- Plan start date — defaults to today if a plan is assigned; operator can backdate for legacy signups.
- Payment on file — collect a card now (Stripe link sent via SMS or entered at the counter), or skip.
- Marketing consent — email + SMS opt-in toggles, defaulted to off for compliance.
- Internal note — operator-only context (referral source, special accommodations, comped because of X).
- Attach to recent booking — if the customer was a walk-in earlier today, attach their record to that booking in one tap.
Backend wiring pending. POST /operator/customers in the live app.