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#

Booking History (covered in separate article)#

Shows all classes the customer has booked or attended.

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.

Studio Links (For Global Admins)#

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

Adding Studio Access#

1. Click Link Studio button
2. Choose the studio
3. Choose their role at that studio
4. Click Assign Role

Removing Studio Access#

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:

• Manage their bookings
• Add or edit their products
• Create coupons for them
• Change their user roles

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