Customer Management
Customer management lets you manage your members, track their credits, and communicate with them.
Overview
Customer Dashboard
Under Admin → Customers you can see:
Statistics:
- Total customers
- Customers with credits
- Total revenue
- Total bookings
Tabs:
- All customers
- With credits
- Paused credits
- No credits
- Inactive
Features
For You as Admin
- Create customers: Manually create new members
- Manage credits: Add/remove credit balance
- Notes: Add internal notes to customers
- Communication: Send emails to customers
- Invoices: View customer invoices
- Bookings: View booking history
For the Customer
- Dashboard: View their own credits and bookings
- Bookings: Book and cancel courses
- Buy credits: Purchase new credit packages
- Profile: Manage personal data
Customer Views
List View
Table with all customer data:
| Column | Description |
|---|---|
| Name | First and last name |
| Contact address | |
| Status | Active, Inactive, VIP, Blocked |
| Credits | Available balance |
| Revenue | Total revenue |
| Bookings | Number of bookings |
| Last activity | Last login/booking |
Card View
Grid with customer cards:
- Profile picture
- Name and email
- Credit overview
- Quick actions
Customer Detail
Clicking on a customer opens the detail drawer with 5 tabs:
1. Profile
- Edit personal data
- Send password reset
- Statistics (customer since, revenue, bookings)
- Notes (see below)
2. Credits
- Credit packages as cards
- Actions: Pause, edit, top up
- Extend expiry dates
- Credit history
3. Bookings
- All of the customer's bookings
- Course names and appointments
- Check-in status
- Booking status
4. Invoices
- All of the customer's invoices
- View and download PDF
- Status (Open/Paid/Cancelled)
5. Activity
- Activity history (coming soon)
Customer Notes
In the profile tab of each customer, you will find the Notes section. Here you can add internal remarks that are only visible to your team.
Features
| Feature | Description |
|---|---|
| Create note | Free text up to 2,000 characters, send with Ctrl/Cmd + Enter |
| Pin | Important notes are pinned at the top |
| Delete | Only the author can delete their own note |
| Author display | Each note shows who created it (admin/trainer) |
| Timeline | Chronological view of all notes |
Typical Use Cases
- Health notes: "Has knee problems, please consider in exercises"
- Preferences: "Prefers the 6 pm class"
- Communication: "Called on 15 Jan about subscription renewal"
- Contract: "Special conditions agreed until March"
Permissions
- Admin: Can see all notes and create/delete their own
- Trainer with permission: Can see notes and create/delete their own
Filter & Search
Quick Search
Search by name or email directly in the search field.
Advanced Filters
- Status: Active, Inactive, VIP, Blocked
- Credits: Range (min-max)
- Last activity: Days since last visit
- Registration: Date range
- Has credits: Yes/No
- Bookings: Count range
Sorting
- Last activity (default)
- Revenue
- Bookings
- Purchased credits
Bulk Actions
When selecting multiple customers:
- Send email: Message to all selected
- Export: CSV download with customer data
Status Types
| Status | Description |
|---|---|
| Active | Regular customer |
| Inactive | No longer active (archived) |
| VIP | Premium customer (e.g. regular) |
| Blocked | No access (e.g. in case of issues) |
Permissions
Admin
Full access to all features.
Trainer with Permission
With add_participants permission:
- Create customers
- Add customers to courses
With send_emails permission:
- Send emails to customers