The customer detail page brings one customer's record into one place.
Use it when you need to answer a question about a booking, purchase, class pass, coupon, or waiver.
Open customer details#
- Go to Admin > Customers.
- Search by name, email, or phone, or choose Customers above the list.
- Select a customer row or choose Open profile from its actions.
Leads open a lead record and guests open a guest view. Select a customer to reach the full customer detail page.
What the page includes#
Depending on your role and the customer's activity, you may see:
- Name and contact details
- Purchase totals and class booking and attendance counts
- Active coupons
- Purchased class passes, memberships, goods, and gift cards
- Remaining credits and expiry dates
- Booking and attendance history
- Recent emails
- Waiver and policy compliance
- Business links, when your role allows you to manage them
Customer actions#
Use the customer actions menu to:
- Edit customer details
- Add a customer coupon
- Manage existing coupons
Some managers and owners can also manage a customer's saved payment methods when one is present.
Before changing a coupon or credit balance, check the purchase and recent activity so you understand the customer's situation.
Products and credits#
Use the product and credit sections to understand:
- What the customer bought
- How many credits remain
- When credits expire
- Which bookings used the credits
If a customer cannot book, check whether an active pass or membership covers the class or appointment. A purchase alone does not confirm a booking.
See Products & Credits.
Waivers and terms#
The waiver compliance card shows whether required policies are accepted for the current versions configured by your business.
If a customer is blocked by a required waiver, review the waiver settings and the customer's current acceptance status.
See Waivers & Terms.
Recent activity#
Recent activity helps you avoid guessing. Use it to check whether a customer recently booked, cancelled, purchased, received an email, used credits, or had credits expire.
Use activity as evidence before changing credits, coupons, or bookings.
Role and access details#
Customer records can show business links when your role allows it. Use the staff workspace to manage staff access rather than changing a customer's role to solve a booking or purchase issue.
For staff access, use Admin > Settings > Staff.
See Roles & Permissions and Access Control.
Common issues#
Customer cannot book#
Check active products, remaining credits, expiry dates, product linking, booking rules, and required waivers.
Customer says they paid but credits are missing#
Review the purchase, payment status, and recent activity before changing a credit balance.
Customer has multiple records#
Look for guest vs profile activity. Avoid creating duplicate fixes until you understand which record owns the booking or purchase.
Customer wants their data#
Do not send a business customer-list file or screenshots of the record as a substitute for a customer's own data request. See the data guidance or ask your Naayya contact how to submit it.