Customers
How to open the customer profile
Click a name to open the full profile. The left column is identity and relationship context. The right column is booking history, participants for the selected booking, and internal notes. Header actions stay available while you work: Back to list, Refund, Block or Unblock customer, Remove, and New booking.
Click a name to open the full profile. The left column is identity and relationship context. The right column is booking history, participants for the selected booking, and internal notes. Header actions stay available while you work: Back to list, Refund, Block or Unblock customer, Remove, and New booking.
Open the customer profile
Click a name to open the full profile. The left column is identity and relationship context. The right column is booking history, participants for the selected booking, and internal notes. Header actions stay available while you work: Back to list, Refund, Block or Unblock customer, Remove, and New booking.
Maya Chen
Customer snapshot and booking history.
Profile
Email · maya.chen@example.com
Phone · (555) 203-1189
Lifetime spend · $980.00
Credit · $140.00
Booking history
- Modify on the Profile card to edit first name, last name, email, and phone, then Save profile.
- Lifetime spend, booking count, and credit give a fast snapshot before you look at individual reservations.
- Number of visits left appears when the guest has an active membership with visit usage.
- Blocked customers stay in the directory but are flagged so staff know not to take new bookings without review.
Tips
- Search by phone when a guest cannot remember which email they used at checkout.
- Keep tags short and consistent (VIP, Birthday, Corporate) so Filters stay useful.
- Turn on customer credit in payment methods before expecting the Credit column to matter.
- Enable customer accounts in General settings if you want Create customer account and password reset to appear.