The customer books a service
The public booking journey records the selected service, provider where applicable, date, available time and customer contact details.
Bookings and customer information, connected
Booking software with CRM for service businesses
Keep the customer information needed around everyday service appointments connected to the booking, so contact details, notes, preferences and relevant history remain useful after the customer chooses a time.
Booking software with CRM connects online appointments with the information you keep about each customer. Solo brings contact details, notes, preferences and relevant appointment history into the same workspace, with rebooking from the customer record.
- 1Public service booking
- 2Customer contact record
- 3Appointment and customer association
- 4Relevant booking history
- 5Rebooking and follow-up
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The booking-to-customer gap
A booking should not leave customer information in another system
When booking software and customer records are managed separately, contact details, notes and previous services can become difficult to use during everyday work. Solo keeps contact details, notes and relevant booking history close to the appointment.
Customer details have to be copied from the booking into another tool.
Notes and preferences are separated from the appointments they support.
Rebooking requires searching across disconnected customer and calendar records.
From online booking to an organised customer record
Solo creates or updates the customer record
The booking can create a saved customer contact record or update the existing record when the customer is recognised.
The appointment stays associated
Keep the booked service appointment associated with the customer information used for the work.
Useful customer context remains available
Review contact details, notes, preferences, booking count, previous services and relevant upcoming or recent appointment information.
The customer can be rebooked
Choose a service, provider, date and time from the customer workspace, with appointment conflicts checked before the rebooking is created.
Customer details for everyday service work
Save the customer name, email, phone number, notes and preferences in a searchable record that can be edited when details change.
Relevant appointment history at a glance
See the booking count, previous services, last booking, next booking and upcoming service where that information is available.
Rebook from the customer workspace
Create another service appointment for an existing customer by selecting the service, provider, date and time, with conflict checking before it is saved.
Organise customers with groups
Organise customer records into groups such as VIP, inactive or waiting list, so you can find the customers relevant to your next task.
Connect the website-to-booking journey
Publish services and booking options through a Solo business website, then keep the customer record useful after the online booking.
Explore a small business website with bookingContinue from the appointment to the right document
Where the work needs paperwork, a quote or invoice can relate to the appointment. Explore how quotes and invoices fit the booking workflow.
Explore booking software with invoicingUse a repeat appointment to evaluate the CRM
The useful test is whether you can find the customer context you need and arrange the next service. Follow one returning-customer example through the record, available appointment history and rebooking steps.
Example: a tutor arranging another lesson
Imagine a returning customer asking for another appointment. You want to review the details already saved, then choose the service and time for the next lesson.
Find and review the customer record
Search for the customer and review their contact details, notes and preferences. Edit details when they change so the record remains useful for the next appointment.
Check the appointment context
Review the booking count, previous services and recent or upcoming appointment information where it is available. Use this to prepare for the service you are arranging.
Arrange the next appointment
From the customer workspace, choose the service, provider, date and time. Solo checks for an appointment conflict before creating the rebooking.
What to check during your trial
Can you find and update the contact details, notes and preferences you use in everyday work?
Does the available appointment history give you enough context for the next service?
Can you arrange the customer's next appointment from their record?
If you need deal pipelines, sales forecasting or specialist records, which separate CRM will handle those requirements?
Useful for service businesses that rely on repeat customers
When a specialist CRM is the better fit
Businesses needing sales pipelines, lead scoring, sales forecasting, account hierarchies, call recording, an omnichannel inbox, helpdesk ticketing, advanced workflow automation or specialist clinical records may still need dedicated CRM software alongside Solo.
Booking and customer management questions
Does Solo include CRM for booking customers?
Solo provides lightweight operational customer management around service appointments. It keeps customer contact details, notes, preferences and relevant booking information organised in one workspace.
What customer information can I keep in Solo?
You can save a customer name, email address, phone number, notes and preferences, then search and edit the customer record when needed.
Can an online booking create or update a customer record?
Yes. The booking flow can create a saved customer contact record or update an existing record, while creating the associated service appointment.
Can I see a customer's booking history?
Solo can show relevant appointment information including booking count, previous services, the last booking, the next booking and an upcoming service where available. This is not presented as a complete communication or interaction history.
Can I rebook an existing customer?
Yes. From the customer workspace, you can choose a service, provider, date and time for another appointment. Solo checks for an appointment conflict before creating the rebooking.
Can I organise customers into groups?
Yes. Customer groups can organise records for purposes such as VIP customers, inactive customers or a waiting list. Use these groups to find and organise the customer records relevant to your work.
Does Solo replace a specialist sales CRM?
No. Solo keeps the customer information needed around everyday service appointments connected. Businesses needing deal pipelines, lead scoring, forecasting, complex automation or specialist records may still need dedicated CRM software.