Customers page
Manage the customer directory — stats, filters, and adding customers.
The Customers page is your directory of people who book or pay for services. Use it to add customers, search the list, and open individual profiles.
Summary cards
At the top you may see:
- Total customers for the selected period
- Change vs previous period — growth or decline
- Quick add — shortcut to create a customer without leaving the page
Adjust the period pills to change the comparison window.
Customer list
The table shows customers with columns such as name, contact details, and activity indicators. Click a row to open customer detail.
Filters
Expand filters to refine the list:
| Filter | Use |
|---|---|
| ID | Exact customer ID |
| Name | Partial name match |
| Email address | |
| Phone | Phone number |
| Notes | Text in internal notes |
| Fiscal data | Accounting or tax identifier fields |
| Sort | Order by name, created date, etc. |
| Page size | Rows per page |
Clear filters to return to the full list.
Add a customer
Click Add customer and complete:
| Field | Required |
|---|---|
| Full name | Yes |
| Yes | |
| Phone | Yes |
| Profile photo | No |
| Notes | No |
| Fiscal data | No — key/value pairs for accounting integrations |
Save to create the profile. You can then attach receivers, addresses, and bookings from the customer detail page.
Portal access
Customers with login access use their email to sign in to the customer portal. Portal invites and self-signup depend on your workspace settings.