The customer detail page brings one customer's record into one place.
Use it when you need to answer a support question, adjust a coupon, review credits, check booking history, or understand recent activity.
Open customer details#
- Go to Admin > Customers.
- Search or filter the list.
- Select the customer row.
If the customer originally booked as a guest, you may see guest-related context until the record is linked to a full profile.
What the page includes#
Depending on your role and the customer's activity, you may see:
- Name and contact details
- Customer since date
- Lifetime value and class stats
- Active coupons
- Products, bundles, memberships, retail purchases, and gift cards
- Remaining credits and expiry dates
- Booking and attendance history
- Recent emails
- Waiver and policy compliance
- Studio role links, for users who can manage access
- Attribution facts, when available for your plan
Customer actions#
Use the actions menu to:
- Edit customer details
- Add a customer coupon
- Manage existing coupons
Only make manual changes when you can explain why the change is needed. For example, correcting a support issue, extending an expiry date after an operational mistake, or adding a promised courtesy credit.
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
- Whether a purchase was online, offline, or admin-added
If a customer cannot book, start by checking whether they have an active product that covers the class or appointment.
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#
Role management has moved toward staff and capability-based access. Customer records may still show business links or roles when your account has permission to manage them.
For staff access, use Admin > Staff or 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 product purchases, payment status, offline payment records, and recent activity.
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#
For privacy and account data questions, use the appropriate account export or support process instead of sharing raw internal records.