# Customer Details

Find a customer's bookings, purchases, class passes, coupons, and waiver status.

Canonical URL: https://www.naayya.com/help-center/customer-details
Category: customer-management
Last updated: 2026-09-19T00:00:00Z

# Customer Details

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, coupon, or waiver.

## Open customer details

1. Go to **Admin > Customers**.
2. Search by name, email, or phone, or choose **Customers** above the list.
3. 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
- Remaining credits and expiry dates
- Booking and attendance history
- Recent emails
- Waiver and policy compliance
- Business links, when your role allows you to manage them

## Customer actions

Use the customer actions menu to:

- Edit customer details
- Add a customer coupon
- Manage existing coupons

Some managers and owners can also manage a customer's saved payment methods when one is present.

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](/help-center/products).

## 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](/help-center/waivers-and-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](/help-center/roles-permissions) and [Access Control](/help-center/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](/help-center/export-data) or ask your Naayya contact how to submit it.

## Related articles

- [Customer List](/help-center/customers-list)
- [Customer Bookings](/help-center/bookings)
- [Customer Credit Expiry](/help-center/customer-credit-expiry)
- [Products & Credits](/help-center/products)
- [Coupons](/help-center/coupons)
- [Export Data](/help-center/export-data)