Customer detail
One customer profile — actions, tabs, booking summary, stats, and related records.
Open a customer from Customers to view their full profile. This page centralises contact data, receivers, bookings, and money movement for one account.
Header and actions
The header shows the customer name, status, and role. Admin users see these actions:
| Action | Purpose |
|---|---|
| Edit customer | Update name, email, phone, notes, fiscal data, or photo |
| Reset password | Send or trigger a password reset for portal login |
| Impersonate | Open the customer portal as this customer (requires portal URL and permissions) |
| Send message | Compose a notification or email to the customer |
| Delete customer | Permanently remove the customer and associated records — irreversible |
Non-admin roles may only see Send message.
Transaction actions (charge, payment, refund, credit) are available from the Transactions tab, not from the page header.
Booking summary
On the Information tab, the Booking summary section shows:
- Total bookings — lifetime count on the customer record
- Active bookings — appointments that are not closed (completed, cancelled, etc.)
- Upcoming appointment — next scheduled service name and date/time
- Recent bookings table — latest rows with ID, service, when, and status
Use this block for a quick health check before opening the full Bookings tab.
Customer stats
The right-hand sidebar shows Customer stats:
- Total spending — lifetime spend in the customer’s primary currency
- Account balances — per-currency credit or outstanding balances when present
- Primary address — default service or billing address with formatted lines
- Recent transactions — latest charges, payments, refunds, and credits with amounts and timestamps
Below that, Recent activity lists a timeline of notable events on the profile.
Information tab overview
Above the booking summary, the Information tab also includes:
- Contact details and fiscal data
- Internal notes
- A compact Receivers summary when receivers exist
Tabs
| Tab | Contents |
|---|---|
| Information | Profile fields, login metadata, fiscal entries, booking summary |
| Receivers | Person and car receivers owned by this customer — add, edit, open detail |
| Addresses | Service and billing addresses used for bookings |
| Bookings | Full booking list with View on calendar shortcut |
| Transactions | Charges, payments, refunds, and credits — add new transactions here |
| Subscriptions | Active subscription billing where configured |
| Notifications | Messages sent to this customer |
| Surveys & responses | Questionnaire submissions linked to the customer |
Tab badges show counts where available (for example unread notifications).
Receivers on this profile
Add receivers from the Receivers tab. Each receiver opens a receiver detail view (person or car) with booking history for that unit.