The People section is your central hub for managing everyone connected to your studio—customers, leads, and staff. Access it by clicking People in the admin menu.
What You'll Find#
The People section has three tabs:
- Customers - People who have signed up and can book classes
- Leads - Potential customers you're tracking or inviting
- Staff - Team members with roles like teacher, manager, or owner
Metrics Dashboard#
At the top of the page, you'll see four key metrics:
| Metric | What it shows |
|---|---|
| Leads | Total number of leads in your system |
| Invited | Leads who have received an invitation email |
| Customers | Active customers who can book classes |
| Staff | Team members with assigned roles |
Navigating Between Tabs#
Click any tab to switch views. Each tab has its own search and filter options:
- Customers tab - Search by name, email, or phone. See customer details.
- Leads tab - Filter by status (all, pending, invited, failed). Add leads manually or via CSV upload.
- Staff tab - Filter by role (teacher, manager, owner). View team member profiles.
Quick Actions#
From the People section you can:
- Search - Find anyone by name or email
- Filter - Narrow results by role or status
- View details - Click any person to see their full profile
- Add leads - Create new leads or upload a CSV file
Related Articles#
- Customer List - Detailed guide to managing customers
- Staff Management - How to work with your team
- Leads Management - Track and convert potential customers