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, membership, wallet balance, 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
- Family members linked to a membership, when the membership allows them (see Manage Family memberships)
- The customer's wallet balance and wallet activity, when your role can manage point-of-sale sales
- Remaining credits and expiry dates
- Booking and attendance history
- Recent emails
- Waiver status
- Business links, when your role allows you to manage them
Customer actions#
Use the customer actions menu to:
- Edit Customer
- Add money to wallet, when your role can manage point-of-sale sales
- Add Coupon
- Manage Coupons
Owners and managers also see Manage Payment Methods when the customer has a saved payment method.
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.
Wallet#
If your role can manage point-of-sale sales, the page shows a Wallet card. It shows the same wallet the customer sees in their account at your business:
- The balance they can spend at your business
- Each gift card, account top-up, carried-over balance, or course credit that still has value, with its expiry date when it has one
- Activity: every time money was added to the wallet or spent from it, with the date, the amount, and the balance after it. A payment names what it paid for, such as the court and time, the class, or the items.
Add money to a customer's wallet#
Use this when a customer pays you in advance, in cash, by bank transfer, or on your own card reader, and wants to spend the money later.
- Open the customer's detail page.
- Open the customer actions menu and choose Add money to wallet.
- Enter the Amount.
- In Paid by, choose Cash, Card (own reader), or Bank transfer.
- Optionally add a Reference, such as the bank transfer reference, and a Note.
- Select Add money.
Naayya does not take the payment. Take the money first, then record it here. The customer receives a receipt email with the amount added and their new wallet balance.
A top-up is a prepayment, not a sale:
- It has no VAT invoice and does not count as revenue. VAT is charged on what the balance is later spent on.
- The added money does not expire.
- When the customer pays from their wallet, gift cards are used before the top-up balance.
In the customer's own Wallet page, the money shows as Account top-up, with no code and no expiry. If the save fails, try again: the same top-up is never recorded twice.
See Wallet and gift cards for what the customer sees.
Waivers and terms#
The Waivers status in the page header, next to Member since, shows how many required waivers they have accepted, for example Waivers 1/2. Select it to see each required waiver with the date it was accepted, or its status, such as Missing or Needs re-accept.
If the customer signed a waiver that your business has since deleted, owners and managers also see a Deleted waivers section below the required waivers. It says the waiver was signed before it was deleted and that the signed version is kept as a record. Each entry shows the waiver's title as it was signed, its version number, the date, and where it was signed, for example Signed during signup or Signed before booking. The section does not appear when there is nothing to show.
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.