Open Customer Details.
The Overview tab opens with Recent activity: a box for a quick note, the pinned notes, then the latest activity as a timeline. Use activity as evidence before changing credits, coupons, or bookings.
A customer can hold several packs or passes with the same name, so each line about one names it and the day it was bought. Used for and the class means a booking took one use. Returned from and the class means the booking was cancelled and the use went back to the pack. A cancellation that keeps the use shows no Returned from line. Used for and Returned from lines show how many uses were left after them, counted from bookings, so after a staff change to the balance the count can differ from Credits in Packs and passes. A pack shows as expired only when it still had uses, and says how many. One used up before its end date lost nothing, so it does not show as expired. A pass with unlimited uses shows as expired at its end date.
Under it, Email history lists the last 10 emails Naayya sent them for your business, receipts, booking emails and automated emails, each with its delivery status. Emails you send yourself are not listed. It does not appear for a customer with none.
Select View all to open the Activity panel. Show narrows it to All, Bookings, Payments, Refunds, Memberships, Passes & packs, Gift Cards, Reviews, Waivers, or Notes, and Load older goes further back.
Beside it, when there is something to show:
- Coming up: their next bookings. All bookings opens the Bookings tab.
- Access: memberships with when they renew, end, are paused until, or start, and packs and passes with uses left and expiry. Tags show Expires soon (within 14 days), Overdue, or Paused. Their coupons show here too. Manage opens the Access tab.
Products and credits#
Use Packs and passes in the Access tab to understand:
- What the customer bought
- How many credits remain
- When credits expire
- Which bookings used the credits
Credits shows what is left of what was bought, for example 4 of 10 left. A pack or pass used up before its end date shows Used, not Expired. For a pack, Expired says how many uses it still had, for example Expired (3 unused). An unlimited pass shows Expired with no count.
If a customer cannot book, check whether an active pass or membership covers the class or service. A purchase alone does not confirm a booking.
See Products & Credits.