Customer management

Every customer has a single card that brings everything together: contact details, bookings, payments and receipts, invoices, memberships, session cards, credit balance with its transactions, and discount groups. The card opens from any view and details can be edited right there, tags and notes added, children linked under a guardian, or a customer blocked when needed. The customer list can be searched and filtered by membership, tags, activity and more, and a filter can be saved as a named list that updates itself and works for marketing targeting or CSV export. New customers can be imported in one go with CSV import. Money matters are handled in the same place too: refunds, credit adjustments with a reason logged, and assigning discount groups. Customer service sees the full history and makes corrections without digging through multiple systems.