Managing Customers

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Overview

Every person who creates an account or is added through box office, data imports, or the API has a customer record in the admin area. The customer management section gives admins a central view of each customer’s profile, purchase history, account balances, and connected data — along with tools to edit details, add notes, and take actions like creating orders or merging duplicates. Navigate to the customer list from the main admin navigation. If customer groups are enabled, the page includes tabs to switch between Customers and Customer Groups.

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Finding Customers

The customer list displays all customers associated with your company, sorted by most recently created by default.

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Filters

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Sort Options

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Quick Actions

Each customer in the list has quick-access buttons and a dropdown menu:

• Call — Initiates a phone call if the customer has a phone number on file.
• Email — Opens your email client with the customer’s email address.
• Sell to Customer — Opens box office mode to create an order for this customer.
• View on Attendance Report — Shows the customer’s purchased items across events.
• View All Orders — Opens the orders list filtered to this customer.
• View All Reservations — Opens the reservations list filtered to this customer.

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Viewing a Customer Profile

Click a customer’s name to open their profile page. The profile is split into a main content area showing personal information and a sidebar with action cards and quick links.

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Personal Information

The main card displays all available profile data. Fields only appear when they have a value:

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Authentication Providers

If the customer has connected social login providers (SSO), these appear below the profile fields. Each provider shows the provider name and identifier. Admins can unlink a provider if needed — a confirmation prompt warns that this cannot be undone, though the customer can reconnect by logging in with a matching email address.

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Internal Notes

A notes section allows admins to add free-text annotations to a customer record. These notes are internal only and not visible to the customer. Use them to record context about the customer, flag follow-up actions, or leave information for other team members.

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Marketing Preferences

If marketing data capture questions are configured, the profile shows the customer’s responses in a grid. Each answer includes when it was last updated. If a question’s text has changed since the customer answered, an info icon shows the original question text they responded to.

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Sidebar Actions

The sidebar provides quick access to related features and data. Each card links to a panel, page, or action:

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Account Balances

If account balances are enabled for your company, the profile includes an account balance section. When a customer has balances in multiple currencies, each currency appears as a separate tab. The section shows:

• The current account balance
• A link to View account balance — opening the detailed balance page with full transaction history and NFC tag information
• A Top Up action if the customer has no existing balance but top-ups are available
• A Topups action to view the customer’s top-up history

For full details on account balance management, see Account Balances.

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Merge History

If a customer has been involved in a merge, the profile shows a Merge history indicator. Click it to open a panel listing all merges in chronological order. Each entry shows when the merge occurred, which customer was merged in (by customer ID), and who performed the merge.

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Data Capture Responses

The View Data Capture panel shows responses to all customer-level data capture questions — the questions configured to be asked during account registration. Each response displays the question label and the customer’s answer.

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Editing a Customer

Click Edit from the customer profile sidebar to open the edit form. The form is organised into sections, with some fields appearing conditionally based on your company’s settings.

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Profile Fields

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Address Information

The address section includes a Google Places address lookup that can auto-populate fields, or you can enter the address manually:

• Address Line 1
• Address Line 2
• City
• Region
• Postcode
• Country

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Nationality

A nationality selector appears if nationality collection is enabled in company settings.

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Data Capture

If customer-level data capture questions are configured, they appear as editable fields below the address section. The field types match the question configuration — text inputs, dropdowns, checkboxes, and other formats as defined in the data capture setup.

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Additional Options

If the customer has invoicing documents (Szamlazz integration), a toggle appears asking whether to regenerate those documents after saving. The help text shows the number of invoices and receipts that would be affected.

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Saving Changes

Click Submit to save. The form validates all fields before submitting. If validation fails, error messages appear next to the relevant fields. After a successful save, you are returned to the customer profile page. For programmatic customer management, use the Customers API to create, retrieve, update, and delete customer records.

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