How to save customers details

We’re thrilled to have you here and appreciate your interest in using Daybook. Our mission is to become an extension of your team helping you manage daily operations with ease and efficiency.

Daybook offers a suite of online applications designed to streamline your workflows and organize your data. In this guide, we’ll walk you through one of our key tools: the Customers Application.

Getting Started with the Customers Application

To begin using the Customers feature:

  • Register your account and create your company profile.
  • If you're joining an existing company, you may have received an invitation from your company admin.
  • Once your company account is active, navigate to the Applications page and click “Add Customer Application.”

After setup, the Customers tool will be available under your company account, and you can start adding customer details right away.

How Many Customer Records Can I Store for Free?

By default, you can store up to 5 customer records at no cost. Need more for testing or evaluation? Just reach out using this email [email protected] we’re happy to help extend your access.

What Customer Data Can I Store?

The Customers tool currently allows you to store:

  • Headquarters details for each customer
  • Company contacts, including:
    • Contact name
    • Phone number
    • Email address
  • Multiple addresses, in case your customer operates from more than one location

Can I Request Additional Fields?

Absolutely! If you need to store more data than the current setup allows, we’re happy to customize the tool to fit your needs. Just let us know what’s missing—we’re here to support your operations.

Who Can Access My Customer Data?

Your customer data is private and secure. Only you and those you explicitly grant permission—can access it.

Use the Permissions page to manage staff access. By default, staff members do not have access to your company’s applications unless you assign them specific roles such as View, Edit, Delete, or Manage Permissions.

Why Store Customer Data in Daybook?

Centralizing your customer data in Daybook makes it easy to find and use across all your tools. For example:

  • When creating invoices or using the Daybook, customer details are automatically suggested.
  • No need to copy and paste—everything is connected and accessible in one place.

This integration saves time and reduces errors, making your workflow smoother and smarter.

Need Help with Setup or Training?

We’ve got you covered. You’ll find detailed documentation across the platform, and we’re happy to schedule onboarding sessions to walk you through the tools you’re using. Whether it’s setup, training, or troubleshooting we’re here to help.

You can get in touch with us using this email [email protected]