Bookings & customers
Manage customers and participants
All customers with bookings, subscriptions and passes – plus your course participants with rates.
Goal
You find every person quickly and keep their data in one place, GDPR-compliant.
What you need
- Bookings or manually added customers
Step by step
Open Customers. Add creates a person manually.
Filter by city or postcode or use the search at the top (Ctrl+S).
Click a person to open the customer details with bookings, subscriptions and payments.
Participants lists your course participants; the blue customer badge with the i icon opens the paying person. Set rates in the tab for participant rates.
Tips
- Only store the data you really need – it protects your customers and you.
Menu names adapt to your industry – instead of "Courses" you may see "Classes" or "Services".