Customers

How customer data flows depends on which booking method is used.

Shopify Checkout

When a customer books through Shopify checkout, a Shopify order and customer record are created automatically. This gives you full access to Shopify's customer management tools.

Sesami Instant Booking

With Sesami Instant Booking, customers skip Shopify checkout entirely — so no Shopify customer record is created automatically.

To capture and manage customer data with Sesami Instant Booking, use the Klaviyo integration to track booking events and build customer profiles.

Auto-Tag Customers with Shopify Flow

For customers who go through Shopify checkout, you can automatically tag them using Shopify Flow. This is useful for:

• Segmentation — identify customers who've booked vs. those who haven't

• Marketing — create targeted campaigns in Klaviyo or other tools

• Reporting — filter and track booking customers in Shopify

How to Set It Up

1. Go to Shopify > Apps > Shopify Flow

2. Create a new workflow

3. Set the trigger to "Order created"

4. Add a condition to check if the order contains a Sesami booking product (e.g., check for a specific product tag or the "Duration" line item property)

5. Add an action to tag the customer (e.g., "booked-appointment")

6. Save and activate the workflow

Once customers are tagged, you can use these tags in Klaviyo, Shopify Email, or other marketing tools to create targeted segments.

Customer Data in Sesami

Sesami stores minimal customer data needed to function:

• Customer name

• Email address

• Order ID

For more information on how Sesami handles data, see our Privacy Policy.

Related

• Klaviyo — send targeted emails based on booking data

• Sesami Instant Booking — booking without Shopify checkout

• Orders — how bookings appear in Shopify orders