Customers Capabilities

Manage your customer roster with comprehensive profiles, custom fields, family accounts, notes, tags, and import tools. Track customer metrics, manage payment history, handle package invites, and maintain detailed customer information—all while providing seamless customer experiences and family account management.

Overview

Customer management allows you to build and maintain a comprehensive customer database with detailed profiles, custom fields, notes, tags, and metrics. Support family accounts with guardian relationships, manage package invites and waitlists, track payment history, and import customers in bulk. Organize customers with tags, add notes for team communication, and invite customers to claim their accounts for self-service management.

Core Features

Customer Profiles & Roster

Feature	Description	User Benefit
Roster Management	View and manage your complete customer roster	See all customers in one place
Customer Profiles	Detailed profiles with contact information, metrics, and history	Comprehensive customer view
Add Customers	Add customers to roster manually or through imports	Build your customer database
Archive Customers	Archive customers who are no longer active	Keep roster clean without losing data
Customer Search	Search customers by name, email, username, or other fields	Quickly find specific customers
Customer Details	View comprehensive customer information including bookings, purchases, and history	Full customer context

Custom Fields

Feature	Description	User Benefit
Field Definitions	Create custom fields specific to your organization	Collect information relevant to your business
Field Types	Support for text, textarea, date, and other field types	Capture different types of information
Per-User Fields	Set custom field values for individual users	Track user-specific information
Per-Roster Fields	Set custom field values for roster entries	Track organization-specific customer data
Field Visibility	Control who can see and edit custom fields	Maintain privacy and data security
Field Ordering	Organize fields with drag-and-drop ordering	Customize field display order

Family Accounts & Guardians

Feature	Description	User Benefit
Guardian Relationships	Set up parent/guardian relationships	Support family accounts
Child Account Management	Parents can manage children's accounts	Simplify family account management
Subscription Assignment	Assign child subscriptions from parent accounts	Parents purchase for children
One-Time Purchase Assignment	Assign one-time purchases to children	Parents buy packages for children
Consolidated History	View payment history across family members	See complete family spending
Guardian Permissions	Control what guardians can do on behalf of children	Maintain appropriate access levels

Customer Notes

Feature	Description	User Benefit
Add Notes	Add notes to customer profiles	Keep team notes and communication
Note History	View complete note history for customers	Track customer interactions over time
Note Visibility	Control who can see notes	Maintain privacy
Note Management	Edit and manage customer notes	Keep notes current and relevant

Customer Tags

Feature	Description	User Benefit
Tag Creation	Create tags to organize customers	Categorize customers for easy management
Tag Assignment	Assign tags to customers	Organize customers into groups
Tag-Based Segmentation	Use tags for filtering and segmentation	Target specific customer groups
Tag Management	Create, edit, and delete tags	Maintain tag organization

Customer Metrics

Feature	Description	User Benefit
Metric Tracking	Track custom metrics for customers	Monitor customer engagement
Metric History	View metric history over time	Track changes and trends
Metric Management	Update and manage customer metrics	Keep metrics current

Account Invites & Claims

Feature	Description	User Benefit
Invite Customers	Invite customers to claim their accounts	Enable customer self-service
Claim Status	Check if customers have claimed their accounts	Track account activation
Account Claiming	Customers can claim accounts and set passwords	Enable customer self-service management
Invite Management	Manage and resend invites	Ensure customers receive access

Package Invites & Waitlists

Feature	Description	User Benefit
Package Invites	Invite customers to purchase specific packages	Target specific customers
Invite Acceptance	Customers can accept or reject invites	Give customers control
Invite Reminders	Send reminders to customers with pending invites	Increase conversion rates
Invite Cancellation	Cancel pending invites	Manage invite lifecycle
Waitlist Management	Create waitlists for limited-availability packages	Capture interest when packages are full
Waitlist Promotion	Promote customers from waitlist when spots open	Fill spots efficiently

Payment & Billing History

Feature	Description	User Benefit
Payment History	View complete payment history for customers	Track customer spending
Transaction Details	See detailed transaction information	Understand payment details
Subscription Management	View and manage customer subscriptions	Monitor subscription status
Refund History	Track refunds issued to customers	Maintain refund records
Stripe Portal Access	Create Stripe customer portal sessions	Enable customer self-service billing
External Subscriptions	Track subscriptions managed outside the platform	Maintain complete customer view

Roster Import

Feature	Description	User Benefit
CSV Import	Import customers from CSV files	Bulk import existing customers
API Import	Import customers via API	Integrate with other systems
Bulk Updates	Update multiple customers at once	Efficiently manage customer data
Job Tracking	Track import job progress	Monitor import status
Data Validation	Validate imported data before processing	Ensure data quality
Error Handling	Handle import errors gracefully	Identify and fix import issues

Customer Booking Data

Feature	Description	User Benefit
Booking History	View customer booking history	See all customer bookings
Upcoming Bookings	See upcoming appointments and events	Know what's coming up
Registration History	View class and event registrations	Track customer participation
Punch Card Status	View customer punch cards and credits	Monitor credit usage
Credit Balance	View and manage customer credit balance for use at PoS and drop-in payments	Offer flexible payment options and store credit

Key Capabilities

Customer Management

Capability	Details
Comprehensive Profiles	View complete customer information including contact details, metrics, notes, tags, and history
Birthday Banner	Display birthday indicators on customer profiles for personalized service
Search & Filter	Search customers by name, email, username, or custom fields; filter by tags, status, or other criteria
Bulk Operations	Update multiple customers at once, assign tags, or perform bulk actions
Archive Management	Archive inactive customers without losing data
Customer Organization	Organize customers with tags, custom fields, and categories

Data Collection

Capability	Details
Custom Fields	Create organization-specific fields to collect relevant information
Notes & Tags	Add notes for team communication and tags for organization
Metrics Tracking	Track custom metrics to monitor customer engagement
Form Integration	Collect information through custom forms

Family Account Management

Capability	Details
Guardian Relationships	Set up parent/guardian relationships for family accounts
Child Account Access	Parents can manage children's accounts, purchases, and subscriptions
Parent Payment Methods	Parents can use their saved payment methods to pay for children's bookings and purchases
Consolidated View	View payment history and bookings across family members
Permission Control	Control what guardians can do on behalf of children
Guest Accounts	Create guest accounts for family members without requiring email addresses

Import & Integration

Capability	Details
CSV Import	Import customers from CSV files with data validation
API Import	Import customers programmatically via API
Bulk Updates	Update multiple customers efficiently
Job Tracking	Monitor import progress and handle errors

Customer Self-Service

Capability	Details
Account Claiming	Customers can claim accounts and set passwords
Profile Management	Customers can update their own profiles and custom fields
Payment Management	Customers manage payments through Stripe portal
Booking Management	Customers view and manage their own bookings

Customization Options

Option	What Users Can Customize
Custom Fields	Create organization-specific fields with different types (text, textarea, date)
Field Visibility	Control who can see and edit custom fields
Tags	Create custom tags to organize customers
Notes	Add notes with visibility controls
Metrics	Define custom metrics to track
Family Relationships	Set up guardian relationships and permissions
Import Mapping	Map imported data to customer fields

Limits & Constraints

Limit	Details
Custom Fields	Create unlimited custom fields per organization
Tags	Create unlimited tags and assign multiple tags per customer
Notes	Add unlimited notes per customer
Family Relationships	Support multiple guardian relationships per customer
Import Size	Bulk imports support large datasets with batching
Search	Search across all customer fields and custom data

Advanced Features

Customer Segmentation

Feature	Description	User Benefit
Tag-Based Filtering	Filter customers by tags	Target specific customer groups
Custom Field Filtering	Filter by custom field values	Find customers with specific attributes
Metric-Based Segmentation	Segment customers by metrics	Identify high-value customers
Purchase History Segmentation	Segment by purchase patterns	Target customers by behavior

Reporting & Analytics

Feature	Description	User Benefit
Customer Reports	Generate reports on customer data	Analyze customer base
Metric Reports	Report on customer metrics	Track engagement trends
Purchase Reports	Report on customer purchases	Understand revenue sources
Import Reports	Report on import results	Monitor import success

Integration Capabilities

Feature	Description	User Benefit
Payment Integration	Integrate with Stripe for payment history	Complete payment view
Form Integration	Collect customer data through forms	Streamline data collection
API Access	Programmatic access to customer data	Integrate with other systems
Export Capabilities	Export customer data for external use	Use data in other tools

Integration Capabilities

Integration	What It Enables
Payment Processing	View payment history and manage subscriptions through Stripe
Forms System	Collect customer information through custom forms
Email System	Send invites and notifications to customers
Booking System	View customer bookings and registrations
Product System	Manage package invites and customer purchases
Reporting System	Generate customer reports and analytics
Import/Export	Import customers from CSV or API, export for external use