Customer directory

Your customer directory is a single list of people who have interacted with your business on Sway — through bookings, messages, or both — plus anyone you add yourself. Open any customer to see contact details, visit history, and upcoming appointments.

1. 1

   Search for a customer

   Search by name, email, phone, tag, or a service they have booked.

   Look for: Search name, email, or phone

   Screenshot coming soon

2. 2

   Filter by status

   Show all customers, only active, or only blocked.

   Look for: All customers

3. 3

   Filter by service or tag

   Use All services to find people who have booked a specific service. Booked services appear as tags on each customer. Use All tags to filter by labels you have assigned.

   Look for: All services

4. 4

   Open customer details

   Click a row to see booking history, contact options, and block or delete settings (admins only).

   Screenshot coming soon

5. 5

   Contact from the directory

   Email, call, or send a Sway message directly from customer details.

   Look for: Sway message

6. 6

   Add a customer

   Owners and admins can click Add customer, then enter first name, last name, and email. Phone is optional. You can mark them as opted in to email marketing only if you already have their permission — Sway cannot verify that. The person is tagged Manually imported.

   Look for: Add customer

7. 7

   Import a CSV

   Click Import CSV, choose a file, and map your columns to first name, last name, and email (phone is optional). Rows missing those fields or with an invalid email are skipped. If an email already exists, that row is skipped. You can mark the import as opted in to email marketing only if you already have their permission. Imports are capped at 2,000 rows and tagged Manually imported.

   Look for: Import CSV

8. 8

   Delete a customer

   Owners and admins can delete from the row menu or customer details. This removes the person from your directory (tags and marketing preferences included). Past bookings stay. If they book or message you again, they reappear.

   Look for: Delete customer

Use the directory alongside your calendar and bookings list. For customers who should not book again, block them from their detail view. To remove someone from the list entirely, delete them (admins only).