The Customers page helps you find a person and open their record. It includes leads and customers, with filters for members and guests. Segments is a separate page under Customers for saved groups.
Open the customer list#
- Go to Admin > Customers.
- Choose All, Leads, or Customers above the list. Use Members or Guests to narrow it further.
If you cannot open the page, your role may not include customer access for this business.
What the list shows#
The list can show:
- Name and contact details
- Whether the person is a lead or customer, with member or guest labels when applicable
- Recent activity, visits, and purchase totals when available
- Source information when enabled for your business
Select a customer to review purchases, class passes, bookings, coupons, waivers, and recent activity. Leads and guests open different views.
Search and filters#
Search by name, email, or phone. Switch between All, Leads, and Customers, or use Members and Guests to narrow the list. Clear the search and filters if someone is missing.
Export customers#
The current Customers page does not have an Export button or a customer-list CSV download. Its rows are paginated, so the visible page is not a complete list. If you need a file, see what to do next.
Customers, leads, and segments#
Use:
- All to see leads and customers together
- Leads or Customers to focus on one group
- Segments under Customers for saved groups, when your role and plan allow it
See Leads Management and Customer Segments.
Common issues#
I cannot find a customer#
Search by email or phone, clear the search and filters, and check Leads and Guests. Confirm that the correct business is selected.
The list is empty#
Check that the correct business is selected and that you have access to customer records.
I need more detail#
Select a customer row or choose Open profile from its actions. Leads and guests have different views.