Updated 12/15/2024

Customer Details

The Customer Details page shows you everything about one customer. You can see their information, edit their details, and manage their account.

How to Open Customer Details#

  1. Go to the Customer List
  2. Click on any customer's name
  3. Their details page will open

What You See on the Customer Details Page#

Customer Header Information#

At the top of the page, you will see:

  • Customer photo - Small circle with their initials
  • Full name - First and last name
  • Email address - How to contact them
  • Member since date - When they joined
  • User roles - Their permissions (customer, teacher, manager, owner)

Customer Profile Section#

This section shows:

  • Contact information - Name and email
  • Join date - When they became a customer
  • Studio connections - Which studios they belong to
  • Active coupons - Special discounts they have
  • Payment methods - Credit cards they have saved

Main Sections#

The page has several sections:

  1. Products & Purchases - What they bought
  2. Booking History - All their class bookings
  3. Linked Studios - Studios they can access (if you're a global admin)

How to Edit Customer Information#

Basic Information#

You cannot directly edit basic customer information like name and email from this page. Customers usually update this themselves through their profile.

Customer Actions Menu#

  1. Look for the Customer Actions button (three dots)
  2. Click it to see options like:
    • Send message
    • Edit customer settings
    • View customer activity

Understanding Customer Roles#

Role Badges#

You will see colored badges showing their roles:

  • Customer - Can book classes
  • Teacher - Can teach classes
  • Manager - Can help manage the studio
  • Owner - Has full access to everything

Multiple Roles#

A customer can have different roles at different studios. For example:

  • Customer at Studio A
  • Teacher at Studio B

Viewing Customer Purchases#

Products & Purchases Section#

This section shows:

  • Product name - What they bought
  • Credits - How many class credits they have (remaining/total)
  • Amount - How much they paid
  • Purchase date - When they bought it
  • Expiration date - When credits expire
  • Status - If the purchase is complete or pending

How to Read Credit Information#

Credits show as: "5 / 10"

  • First number (5) = Credits remaining
  • Second number (10) = Total credits they bought

Product Status#

  • Completed - Purchase is successful (green badge)
  • Pending - Payment is still processing (gray badge)
  • Failed - Payment didn't work (red badge)

Adding Products to Customer#

  1. Find the + button in the Products & Purchases section
  2. Click it to open the Add Product dialog
  3. Choose a product from the list
  4. Set the number of credits (if different from default)
  5. Set expiration date (if needed)
  6. Add a note explaining why you're adding it
  7. Click Add Product to complete

Managing Customer Credits#

Edit Existing Product#

  1. Find the product in the Products & Purchases section
  2. Click the three dots (...) next to the product
  3. Choose Edit product
  4. Change:
    • Number of remaining credits
    • Expiration date
    • Notes
  5. Click Save to apply changes

When to Edit Credits#

  • Customer used classes but system didn't update
  • Need to give extra credits for problems
  • Extend expiration date for special reasons
  • Adjust credits after class cancellations

Viewing Customer Payment History#

Payment Information#

For each purchase, you can see:

  • Payment method - How they paid (credit card, admin added)
  • Payment status - If payment worked
  • Payment details - Extra information about the payment

Admin Added Products#

When you add products manually, they show:

  • "Added by admin" in the payment source
  • Your notes about why it was added

Customer Activity and Journey#

Booking History (covered in separate article)#

Shows all classes the customer has booked or attended.

Customer Journey (if available)#

Some systems track:

  • When customer visits your website
  • What pages they look at
  • When they book classes
  • Email interactions

Customer Coupons#

Viewing Active Coupons#

In the customer profile, you can see:

  • Number of active coupons
  • Coupon types and values
  • Expiration dates

Managing Coupons#

You can add, edit, or remove customer coupons. This is covered in the Coupons article.

If you manage multiple studios, you'll see a Linked Studios section showing:

  • Which studios this customer can access
  • What role they have at each studio
  • When they were linked to each studio
  1. Click Link Studio button
  2. Choose the studio
  3. Choose their role at that studio
  4. Click Assign Role
  1. Find the studio in the Linked Studios list
  2. Click the trash icon next to it
  3. Confirm you want to remove access

Common Tasks#

Give Customer Free Credits#

  1. Click the + button in Products & Purchases
  2. Choose a product
  3. Set credits to the amount you want to give
  4. Write a note like "Free credits for referral"
  5. Add the product

Extend Credit Expiration#

  1. Find the product in the list
  2. Click three dots (...) and choose Edit product
  3. Change the expiration date
  4. Write a note explaining why
  5. Save changes

Check Customer's Class History#

Look at the Booking History section to see:

  • All classes they booked
  • Which classes they attended
  • Cancelled bookings
  • No-shows

Troubleshooting#

Customer Can't Book Classes#

Check:

  1. Do they have remaining credits?
  2. Are their credits expired?
  3. Is their account active?
  4. Do they have the right studio access?

Credits Not Showing Correctly#

  1. Check the Products & Purchases section
  2. Look for failed or pending payments
  3. Verify expiration dates
  4. Edit credits if needed

Customer Has Payment Issues#

  1. Check payment status in the Products section
  2. Look for failed payment badges
  3. Contact customer about updating payment method
  4. Consider manually adding credits if needed

Privacy and Security#

Customer Information Privacy#

  • Always protect customer personal information
  • Don't share customer details with others
  • Use privacy mode when working in public

Payment Information#

  • Never ask customers for full credit card numbers
  • Payment details are handled securely by the system
  • You can only see partial card information for identification

Next Steps#

From the customer details page, you can:

Need help with a specific customer issue? Contact support at support@naayya.com