More in Customers
Customers

Understand the Customers module

Customers — shown as Customer Insights — is where you analyse trends, manage relationships and track growth. Open it from the Customers section of the sidebar.

In this article
  1. How customers are added
  2. Headline numbers
  3. The customer table
  4. Customer statuses
  5. Customer insights

How customers are added

Customers appear here once a booking is paid for — whether they booked on your Showcase or you booked them at the POS. You can also start a new customer from Add Customer. See Add a customer.

Headline numbers

  • Total Customers
  • Active Customers — customers who aren't inactive.
  • Total Revenue from customers.

Use the date range picker at the top of the page to change the period you're looking at.

Customer Insights. Sample data. Select the image to enlarge it.

The customer table

ColumnWhat it shows
CustomerName and contact.
StatusActive, VIP or Inactive.
Spent (LTV)How much the customer has spent with you in total.
VisitsTheir number of bookings.
Last SeenWhen they last booked.
ActionsSend Email, View Profile and Booking History.

Customer statuses

StatusMeaning
VIPMore than 20 bookings.
ActiveAt least one booking.
InactiveNo bookings yet.

Use Search customers... and the status filter to find people quickly.

Customer insights

  • Growth Trend — a chart of how your customer base is growing.
  • Top Performers — your highest-spending VIPs.
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