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Book4Time — Understanding the Customer Profile Screen

Creation date: 8/19/2026 4:09 PM    Updated: 8/19/2026 4:09 PM
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Argus IT Help Desk · Book4Time
Understanding the Customer Profile Screen
The guest's complete record — history, preferences, and the audit trail.
📍 Any customer-name link (e.g., from check-in) or Customers → Customer search
ℹ
The profile is the guest's complete record. Staff use it to check history and preferences; managers use its audit log and lifetime stats.
👤  Reading a profile
1
Open a profile by clicking any customer-name link (check-in list, search results, Scheduler booking).
2
Read the LTD (lifetime-to-date) bar: no-shows, cancellations, service/product/gratuity spend and total.
3
Work through the tabs: Contact information; Profile; Preferences; Notes; Past history; Appointments; Package/series; G.C. (gift certificates); Referrals; Membership; Guest Intake forms.
4
Add or read notes under Notes — these drive the notes icon at check-in.
5
Click "View audit log" (bottom) to see who changed the profile and when; "Upload customer photo" adds a photo used by member check-in.
🔍  Worth knowing
  • Hovering a customer name in lists shows a quick card: first/last visit, total visits and custom fields.
  • "Allow online booking: Yes/No" on the profile controls whether the guest can self-book on the web.
💡 Sensitive service flags (allergies, pregnancy) belong on the appointment's Special remarks and the profile Notes, so they surface at check-in.
🆘  Need help?
For anything you can't resolve, submit an Argus IT ticket first — include what you were doing, the screen you were on, and the exact message. Vendor support (24/7, for when IT directs you there): Book4Time / Agilysys · 1-800-487-4783 · book4timesupport@agilysys.com · support.book4time.com.
ArgusIT KB# 31012 · Tags: book4time · customer profile · notes · audit log
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