Customer 360
Know the person behind every transaction.
Purchases, bookings, messages and notes on one profile, so whoever is at the counter knows the customer’s history. Sensitive notes are only shown to the roles you choose.
Business scenario
A practical day in the business.
Willow & Rye Salon in Portland, OR keeps bookings in one app, retail sales at the register and client texts on the front-desk phone.
- 10:50 AM — Lauren Pierce checks in. The front desk opens her profile: booking, last purchase and SMS thread in one view.
- 10:52 AM — Stylist Jenna Moreno sees the restricted patch-test note the front desk can’t see.
- 12:15 PM — Lauren buys a repair mask. The sale lands on the same profile.
- 12:16 PM — A 6-week rebooking reminder is set, using the SMS preference she chose.
How customer 360 works
A clearer way to work.
- 01Open profileSearch by name or phone, or open it from a booking or message.
- 02Inspect unified historyPurchases, bookings and messages in one timeline.
- 03View permitted notesNotes appear only for the roles allowed to see them.
- 04Take relevant follow-upRebook, reply or send a receipt from the profile.
- 05Audit activityWho viewed or changed sensitive details is recorded.
Why it matters
Separate systems mean starting from zero every visit.
When orders live in the register, appointments in a booking app and conversations on a phone, staff ask the same questions every visit and miss what matters, like an allergy or a preferred stylist.
One profile for each customer gives the team the context they need to serve them well, and keeps private details limited to the people who need them.
Interface and key controls
See the details that keep work moving.
Switch customers and tabs, then change the viewer role to see how sensitive details are shown or hidden.
Contact Card
Consent Preferences
Business scenarios and exceptions
Designed for real-world exceptions.
Profiles use initials, never photos of customers. Contact details and sensitive notes follow role-based visibility, and access is recorded.
What can teams see on a customer profile?
Contact details, purchase history, bookings, messages, notes and consent preferences, limited by each person’s role.
Can I hide sensitive notes from some staff?
Yes. Notes can be restricted by role, and who viewed or edited them is recorded.
Where does the profile data come from?
From Noxtill bookings, sales, inbox and forms, plus any connected tools you enable. Each entry shows its source.
Who should use customer 360?
Retailers, salons and repeat-service businesses where knowing a customer’s history improves each visit.
How are marketing preferences handled?
Each profile shows the customer’s choices for reminders and marketing. Messages follow those choices.
See the whole customer, every time.
Start a 14-day free trial or book a demo to set up customer profiles.