This article covers:
Creating a customer profile page
Customer profiles are created automatically when someone makes a booking. You can also create a profile by making an admin booking.
If the booking is incomplete, the profile only includes the Booking contact email address. Any attendee details, such as name, will also be added for completed bookings.
How to open a customer profile
There are two ways that you can access a customer profile:
Customer list
To open a customer profile via the customer list:
Select Customers from the left-hand menu on your account.
Use the search filters at the top to generate a search, or simply scroll through the list.
Once you have found your customer, select the hyperlinked email address under their name to open their profile:
Bookings tab
To open a customer profile via the bookings tab:
Select Bookings from the left-hand menu on your account.
Use the search filters at the top to generate a search, or simply scroll through the list.
Once you have found your customer, select the hyperlinked email address under their name to open their profile:
Alternatively, you can select their email address from within any booking.
For example:
Customer profile layout
💡 Please note: The information available on each customer's profile will vary depending on their booking activity.
Example of some available tabs on a customer profile page:
Details tab
The details tab updates automatically based on the customer's most recent booking, helping them keep their information up to date.
The details tab includes customer information, including:
Summary
Name: Captured from the system field
Email: Captured from the system field
Customer first seen: Date they first booked
Total events booked
Total events upcoming: Any upcoming events
Known customers: If they’ve booked additional attendees under the same email
Known customers
When a customer books on behalf of others, those attendees will appear as Known Customers under their profile:
In other words, a Known Customer is anyone the lead booker has purchased a ticket for.
For example, if Phoebe Buffay is the lead booker, the attendees she booked for will be listed under Known Customers on her profile. This is commonly used for parent accounts, where a parent's customer profile includes any children booked under their name.
Changing an email address
As an admin, you can edit attendee details for a customer's most recent booking if you need to update their information, but you can only amend email addresses flagged as invalid.
Customers can update their email addresses via the Customer Portal.
Latest customer details
This section displays the most recent details provided by the customer during their latest booking, including:
Attendee email
Full name
Any booking form fields you have set up
Customer account
You can delete the customer by selecting Delete customer:
Bookings tab
The bookings tab displays details about the customer's bookings, including:
Upcoming Attendance: Next upcoming booked event.
Last Attendance: Last attended event.
Latest Booking: The latest booking the customer made.
Customer Passes: Purchased passes.
For example:
Passes tab
The pass tab contains the customer's pass information, including any expired or used passes:
You can also manage their individual passes by selecting a pass from the list:
Groups tab
The group tab includes information about any customer groups the customer is a part of.
For example:
Actions you can take:
Assign them to a new customer group using the Assign customer groups button:
View group or remove them from a group using the three dots next to the relevant group.
Vouchers tab
The voucher tab shows the customer's latest voucher information, including:
Purchased vouchers
Redeemed vouchers
If the customer has not purchased or redeemed any vouchers, a "Customer has not purchased any vouchers" will appear:
Consent tab
The Consent tab displays responses from the consent booking form fields you’ve added to your entries. These responses may have different statuses, such as:
Consent given: Consent was granted for that particular field.
Consent revoked: Consent was revoked for that particular field.
Consent not captured: No consent was given for that particular field. (This is usually due to manual admin bookings).
You can review when customer consents were given or revoked by selecting the down arrow on each field. For example:
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Tags: classpasses, classpass, class, booker