Customer directory
View, search, and filter everyone who has booked or messaged your business.
Quick answer: Customers appear automatically when someone books or messages you. Search by name, email, or phone and filter by active or blocked status.
Overview
Your customer directory is a single list of people who have interacted with your business on Sway — through bookings, messages, or both. Open any customer to see contact details, visit history, and upcoming appointments.
Screenshot coming soon
Before you start
Note
Customers are created automatically — you do not need to add them manually.
Using the directory
Search for a customer
Search by name, email, or phone number.
Look for: Search name, email, or phone
Screenshot coming soon
Search updates the list as you type. Filter by status
Show all customers, only active, or only blocked.
Look for: All customers
Open customer details
Click a row to see booking history, contact options, and block settings (admins only).
Screenshot coming soon
View upcoming and past bookings from the detail dialog. Contact from the directory
Email, call, or send a Sway message directly from customer details.
Look for: Sway message
What happens next
Use the directory alongside your calendar and bookings list. For customers who should not book again, block them from their detail view.
Blocking & unblocking customersRead →Common questions
Frequently asked questions
They need to have booked or messaged you on Sway. Walk-in customers who never booked online won't appear unless you add a manual booking with their details.
Related articles
Team & customers
Blocking & unblocking customers
Stop a customer from booking or messaging you through Sway, and reverse the block when needed.
Team & customers
Messaging with customers
Two-way messaging inbox for conversations with your customers.
Calendar & bookings
Marking no-shows
Record when a customer did not attend so it appears on their history.
Still need help?
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