How it works

Customer CRM for appointment and request businesses

Keep customer profile details, booking and order history, notes, last visit, total bookings, no-show count, block state, and related activity together where available.

A repeat customer may book appointments, submit product requests, cancel, miss a slot, or leave notes over time. Dorak keeps those operational signals connected so the business sees context before the next interaction.

Dorak owner customer management screen

Best fit

Use this when a business serves repeat customers and needs customer history, notes, no-show context, request history, and block/unblock tools tied to the store-client relationship.

Customer workflow

  1. Customers interact with the business through bookings, reservations, requests, or scheduled orders.
  2. Their activity becomes visible to authorized business users where the product records it.
  3. Future visits can use existing context instead of starting from scattered messages.

Business-owner workflow

  1. Open the client/customer surface and search or filter customer records.
  2. Review profile details where available, booking history, order history, services/products requested, notes, last visit, total bookings, and no-show count.
  3. Block or unblock a customer when needed for store operations and keep staff-only notes separate from customer-facing reads.

Concrete supported capabilities

Customer profile from the Dorak user record when available

Phone and email where available to authorized owners/admins

Booking history and appointment status

Order history for products and scheduled requests

Services booked and products requested through related appointment/order records

Staff-only notes on the store-client record

Last visit

Total bookings

No-show count

Block/unblock state for store-client safety and operations

Search and filtering in owner-facing client surfaces

Who uses it

  • Customer database
  • Client management
  • Appointment history
  • Order history
  • No-show tracking
  • Customer blocking
  • Staff notes

Screenshot still needed: Best screenshot: owner customer/client profile with synthetic or permitted customer data.

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