Customers

The Customers page is your customer database: Manage your customer database. From here you can search, filter, add, edit, export, and remove customers.

Getting there

• Sidebar path: Operations → Customers.
• Permission: the customers resource.

The customers table

The table shows Name, Email, Phone, Membership (the plan name with an Expired badge or an Expires {date} note), and Joined. A visit pack that can still be booked with also shows its balance under the plan, such as 4 credits left, in an amber tone at zero. Select a customer's name to open their profile.

Use the customer view tabs above the table. All shows non-archived customers, Archived shows archived customers, and saved views such as Active members and Paying customers apply their saved filters.

If nothing matches you'll see No customers match your filters.; an empty database shows No customers found. Add your first customer to get started.

Common tasks

Add a customer

Select Add customer, fill in First Name, Last Name, and Email (all required), plus optional Phone and Date of Birth, then Create.

Search and filter

Select Filters to open the filter panel. You can search by Name, email, or phone… and filter by Membership (All customers, Active membership, Expired membership, or No membership). Clear all filters resets everything and returns to All. The Filters button counts filters inside the panel, not the selected customer view.

TIP

Press Shift+V to open or close the Filters panel without reaching for the mouse (it's ignored while you're typing in a field). See Keyboard shortcuts.

Manage tags

Staff who can edit customers see Manage tags next to Filters. It lists every tag in the studio with how many customers carry it. The same list feeds the tag filter, the tag suggestions on a customer's profile and the audience picker for email campaigns, so a typo fixed here is fixed everywhere.

• Add tag creates a tag before anyone is tagged with it. A name already in the list, in any casing, is refused.
• The pencil icon renames a tag on every customer that has it. Renaming onto another tag's name is refused rather than merging the two.
• The delete icon removes the tag from every customer after a confirmation that says how many customers lose it. Saved filters and campaign audiences that used it stop matching them.

Export to CSV

Tick the checkboxes on one or more rows, then select Export CSV from the selection bar. The file (customers.csv) includes Name, Email, Phone, Membership, Joined.

Archive in bulk

With rows selected, choose Archive to archive several customers at once.

Delete a customer

Select the delete icon on a row and confirm: Are you sure you want to delete this customer? This action cannot be undone. The confirmation previews everything that will be removed along with the customer (a cascade delete, see the Glossary).

Tips

• Archiving keeps a customer's history but hides them; deleting removes them and their related records. Prefer archiving unless you're sure.
• Open a row to see a customer's full profile.