Thai Clinic AppA customer record is the single file a business keeps for one guest: contact details, addresses, the treatments they have had, what they paid, and the notes staff need next time, such as allergies or a pressure preference.
What belongs on a massage clinic's record
Three layers, and the middle one is what makes this trade different. The contact layer is name, phone number, e-mail and address. The treatment layer is what was actually done, when, by which therapist and at what price, so a returning guest can be asked whether last time's pressure was right. Between them sit the notes a therapist has to read before touching anybody: an oil allergy, a recent operation, a pregnancy, a shoulder that must be left alone, the pressure this guest likes. Written down once, that note protects the guest and the therapist and saves the same conversation every visit.
Why sticky notes and chat apps lose it
The usual arrangement is a phone number in one person's messages, a name in the appointment book and an allergy on a note stuck to the counter. It works until the person with the phone is off, the note falls behind the till, or the guest comes back after eight months. A record only earns its keep if everyone can reach it, so it has to live where the whole team works, and it has to be findable the way the information arrives: a ringing phone means searching by number, not by a surname nobody spells the same way twice.
Keeping records clean and useful
Keep one record per person. Duplicates are born at the front desk when a known guest is typed in afresh, so search before creating, by number first. Decide what every record must carry and insist on it, because a field everyone skips is worse than no field at all. Write only what the treatment needs: health notes are sensitive, and a guest who knows why you keep them is usually glad you do. Let guests correct their own details where they can, and ask at the desk for the rest. Finally, make the history tell the story: treatments, packages and sales in one list beat four places to look.
Each guest has one record: contact details, as many addresses as they need, notes on a tab of their own, and the treatments, packages and sales recorded for them, each with date, therapist and price. The customer list filters by customer number, name, phone and mobile number, so the record is open while the caller is still saying hello. Custom fields let you add a field of your own, such as an oil allergy or a preferred pressure, with a length, a pattern and a mandatory flag, on every customer form. Records are in every plan; from Pro guests keep their own details current in the portal.
Frequently asked
What should a massage clinic keep on a customer record?
Contact details you can reach the guest on, the treatments they have had with date, therapist and price, and the health and preference notes a therapist must read first: allergies, injuries, pregnancy, how much pressure they want. Anything a colleague would otherwise have to ask twice belongs there.
Is a customer record the same as a CRM?
A customer record is the file for one guest; a CRM is the system that holds all of them and lets you search, filter and add to them. For a massage shop the useful part is rarely the marketing machinery, it is that one record per guest, reachable by the whole team, with the history on it.
Can I add my own fields to a customer record in Thai Clinic App?
Yes. A custom field is defined once for your business, with a name, a length and a pattern if you need one, and then appears on every customer form. Mark it mandatory and a record cannot be saved without it, which is how a clinic makes sure nobody skips the allergy question.