Customers - Off The Couch

Customers is your central player database. Every customer who books an event, signs a waiver, or makes a purchase has a record with their contact info, preferences, and a complete history of events attended, transactions, payments, customer credit, gift cards purchased, waivers signed, survey responses, photos, notes, tags, and email activity. You can search and filter the full list, open a detailed profile with nine tabs of history, edit contact info, add internal notes and tags, archive customers, and manage saved cards and customer credit.

Getting started

Navigate to Customers from the sidebar. The list opens with every customer in your database.

How it works

Customer records are created automatically when someone books an event, signs a waiver, or completes a purchase. There's no manual "add customer" flow; the system captures the record the first time it sees a new email.

The feature has two pages:

Customer list (/customers/all): the searchable and filterable directory with six filter popovers, a CSV download, per-row archive action, and pagination
Customer details (/customers/details?id=): the profile page with a persistent left sidebar plus nine tabs covering every interaction history

Customers are identified by email. If a customer uses a different email on a later booking, they'll appear as a separate record. Archiving a customer preserves their historical data but removes them from the active list and from customer search fields. Archived customers stay available under the Archived filter, where they can be viewed and restored.

Customer visibility by group

The system tracks which groups each customer has visited, based on their bookings, purchases, waivers, and check-ins. Staff members see only the customers who have visited a group they are assigned to; staff with access to every group see the full company list, including customers who have no recorded visit yet. A customer who has visited more than one group appears when viewing either group's customers (as a single record, never duplicated).

This applies everywhere customers surface: the customer list, customer profiles, customer search fields across the console, the CSV download, customer reports (each report returns the customers of its own group), and email campaign audiences and reports (see the campaign article for the Groups filter).

Two sides of a customer profile

A customer profile has two sides that look similar but are sourced and edited very differently. Knowing which is which keeps you from getting frustrated when the page seems to ignore your edits.

Side	Where it lives	What it is	Editable here?
Customer-controlled (the player portal profile)	The left sidebar of the profile page. Avatar, name, email, phone, address, birthday, opt-out checkboxes	The customer's own profile that they manage themselves through the player portal and their waivers. It's the same record across every venue they visit	Read-only on this page. The opt-out checkboxes are disabled, and the rest of the sidebar reflects what the customer has set on their own
Company-controlled (the venue's record of this customer)	The General tab on the right side. First name, last name, birthday, email, phone, full address, country	Your venue's local copy of the customer's contact info. Used for reports, transactions, and emails sent from your account	Editable. Click Update customer details to save. Email is locked because it's the account identifier

The sidebar only refreshes when the customer updates their own portal profile. Edits you make on the General tab apply only inside your company scope and don't change what the customer sees in their portal. Use the General tab to correct typos or fill in missing details that your team needs internally; ask the customer to update their portal profile if you want the change to follow them across venues.

Booking site checkout also feeds the customer profile. Whatever standard fields your booking site template asks for (phone, zip / postal code, full address) save directly to the customer's record on submission. Configure which fields to collect per template in the Standard fields card under Bookings > Booking site settings > Content > Customer info. New customers get both their master record (first booking only) and your company-controlled record populated; repeat customers only update the company record, and only with values they actually fill in; blank fields do not overwrite earlier data.

Card payments also supply a postal code. When a customer pays by card and the template does not collect a zip or address, the postal code entered in the card form is saved to the venue's record instead. This applies to booking site checkouts, payment page payments, and card payments taken in the console, on Stripe, Square, and Authorize.net. When both exist, the zip typed into the booking form wins. The venue's record always takes the newest zip; the customer's own master record receives a zip only when it has none and is never overwritten.

Step-by-step guide

Browse customers

Open Customers
The table shows every customer with name, contact info, date joined, last visited, an event count, groups visited (when your company has more than one group), and tags
Hover the event count badge to see the list of events the customer has attended
Minor customers are flagged with a Minor badge next to their name
Customers with a birthday show a small gift icon with the birthday date
Use pagination at the bottom (5, 10, 25, or 50 per page)

Filter and search

The filter bar sits above the table. Each filter applies independently, so you can stack them (e.g., Last name = "Smith" plus a group and a minimum event count) to drill into a specific cohort.

Filter	Input type	Matches
First name	Free-text search	Customer first name
Last name	Free-text search	Customer last name
Email	Free-text search	Customer email
Phone number	Free-text search	Customer phone number
Event	Select an event from your library	Customers who have attended the selected event
Event count	Number range (from, to, either side can be left open)	Customers by how many different events they have attended
Tag	Free-text search	Customers with a matching internal tag
Group	Select one of your groups	Customers who have visited the selected group. Only shown when your company has more than one group; the options are limited to the groups you are assigned to
Archived	Select All or Visited again	Switches the list to archived customers. All shows every archived customer; Visited again shows archived customers who have booked or visited since they were archived. Leave it empty to see active customers

Applied filter values appear on the filter chips so you can see what's active at a glance. Click Clear filters to remove every filter at once.

Export customer data (CSV)

On the customer list, click the download icon (cloud with down-arrow) in the toolbar
The CSV downloads as customers.csv with the customer's contact details, address, dates, events, groups, tags, and opt-out preferences (see the CSV export format reference below)
The download covers every customer you can see, regardless of the on-screen filters, except the Archived filter
With the Archived filter set, the file downloads as archived-customers.csv, contains only archived customers, and adds a Date archived column

The download icon only appears if your role has the download_data permission.

Open a customer profile

On the customer list, open the three-dot menu on any row
Select View customer details
The profile opens in a new tab with a sidebar on the left and the tab navigation on the right

Edit customer information

Open a customer profile
On the General tab, update any field in the form (see Reference below for the full field list)
Click Update customer details to save

The email field is disabled (read-only) because it's the customer's account identifier. If a customer needs a different email, that belongs on their account, not the profile.

Browse event history

Open a customer profile and switch to the Events tab
Each row is one event session they attended, with date, time, completion time, and number of interactions
Click the "..." next to a long pre-event or post-event note to open it in a modal
Open the three-dot menu on a row and select View event details to jump to the full event tracker record

View transactions and custom field responses

Open a customer profile and switch to the Transactions tab
Each row shows the order number, status badge, purchaser info, linked bookings, and a count of any custom field responses
Click the info icon next to an order number to open the transaction details
Click the info icon next to a custom field response count to open the Customer responses modal, which shows each field's label, the response (for checkboxes, "Yes" or "No"; for other types, the text value), and the response timestamp
Toggle Show all locations at the top to include transactions from every company group (not just the current one)

Manage saved payment methods

Open a customer profile and switch to the Payments & credit tab
Under Saved payment methods, you'll see cards stored in your configured gateway (Stripe or Square)
Click + Add stored credit card to add a new one (enabled only if card storage is turned on for your gateway)
On any card, open the three-dot menu for Set as default (if not already) or Remove card

Add or adjust customer credit

On the Payments & credit tab, scroll to Customer credit
Click + Add customer credit
Enter an Amount and a Description
Click Save
To edit an existing credit: click the pencil icon on its row. You can't reduce the amount below what's already been spent
To delete a credit: the trash icon only appears when Spent is zero (un-used credits can be removed; used credits can't)

Totals for Total credits, Total spent, and Total remaining appear at the bottom of the credit table.

Resend or deactivate a gift card

On the Payments & credit tab, scroll to Gift cards
Open the three-dot menu on any gift card row
Resend delivery email sends the recipient another copy of the delivery email
View transaction jumps to the transaction that created the gift card
Deactivate gift card makes the card unusable. Any remaining balance must be refunded manually

View and manage waivers

Open the Waivers tab
The table shows every waiver signed by this customer, with booking details, status, signed date, and signature preview, 10 per page
Click the download icon on any waiver to export it as a PDF
Click any waiver to open the Waiver details drawer, the same drawer used in Waivers > Waiver history. From there you can move or copy the waiver to another booking, assign a walk-in waiver to a booking, clear its booking, mark the signer as not participating, download the PDF, or delete it
If associated child waivers exist (minors signed as part of this customer's bookings), click Child waivers at the top of the tab to switch to that view; click Customer waivers to go back

Customer profile Waivers tab with the Customer waivers and Child waivers pills above the waiver table

Review and delete survey responses

Open the Surveys tab
Each row shows the survey name, description, and completion timestamp
Open the three-dot menu on any row
Select View response details to see the submitted answers
Select Delete survey to permanently remove the response (confirms first)

Add and manage notes and tags

Open the Notes/tags tab
Under Notes, click Add note
Type into the text area and click Save. The note is shown as a card with your name and the time
To remove a note, click the x on its card
Under Tags, click Add tag
Pick a tag from your location's tag library, or type a new name and press enter to create it. The tag appears as a colored chip on both the profile and the customer list
To remove a tag, click the x inside its chip. The tag stays in the library and on any bookings that carry it

Tip: the Manage tags link next to the Tags heading opens the tag library, where tags get their colors and settings. Tags can also land on a customer automatically when a tagged booking has customer tagging turned on; see the Tags article.

View photos

Open the Photos tab
Photos from the customer's event sessions appear in a carousel
Use the indicators below the carousel to move between photos

If the customer has opted out of photo sharing, respect their preference (shown as a check under their contact info in the sidebar).

Review email activity

Open the Emails tab
Each row is one email event (sent, delivered, opened, clicked, bounced, complained, etc.) with type, status badge, timestamp, recipient, and sender
Click the Refresh button at the top of the tab to re-query the latest events

Update customer preferences

The sidebar shows two preference checkboxes:

Opted out of email communication
Opted out of photo sharing on social media

These are the customer's self-set preferences. They're read-only on this page. To update a customer's preference on their behalf, adjust the relevant opt-out flags in the public customer profile flow or have them update it via waivers / booking forms

Archive a customer

From the customer list: open the three-dot menu on a row and select Archive customer
Or from the profile page: open the three-dot menu in the top right and select Archive customer
In the Archive customer dialog, click Archive
The customer is removed from the active list and the archive date is recorded. All their historical data is preserved. Archiving from the profile page returns you to the customer list

The archive action requires the customer_archive permission.

View archived customers

Open Customers
Click the Archived filter chip and select All
The list shows only archived customers, with an extra Archived column showing the date each customer was archived
Open the three-dot menu on a row and select View customer details to open the archived profile

An archived profile opens in read-only mode. A warning banner at the top of the tabs reads "This customer is archived, so their profile is read only." Every tab can be browsed, but the General form is locked, Update customer details is hidden, and the actions that change the customer (cards, credit, passes, gift card actions, waiver edits, survey deletion, notes, and tags) are hidden until the customer is restored. Waiver downloads and view links still work.

Restore a customer

From the customer list: set the Archived filter, open the three-dot menu on the customer's row, and select Restore customer
Or from the archived profile: click Restore customer in the warning banner, or open the three-dot menu in the top right and select Restore customer
In the Restore customer dialog, click Restore
The customer returns to the active list with all their history. On the profile page, the banner disappears and every action becomes available again

Restoring requires the customer_archive permission, the same as archiving.

Find archived customers who visited again

Archiving never undoes itself. If an archived customer books, signs a waiver, or checks in again, their record stays archived and hidden from the active list, so the console flags them instead:

Archived customers with a visit after their archive date carry a Visited again badge next to their name
On the customer list, staff with the customer_archive permission see a warning banner such as "3 archived customers visited again after being archived." Click Show them to switch the Archived filter to Visited again
On the archived profile, the banner adds "They visited again after being archived."
In the booking details panel on the bookings pages, a booking whose customer is archived shows the notice "This customer is archived and hidden from your customer list. Open their details to restore them." Click View details in the customer section to open the profile and restore them

Reference

Customer list columns

Column	What it shows
Name	First + last name, with a Minor badge if applicable and a birthday icon with the date if present
Contact information	Email (with icon) and phone (formatted with country). Shows "-" if neither is set
Date joined	Date of the customer's first interaction. Shows "-" if not set
Last visited	Date of the customer's most recent visit. Shows "-" if not set
Events	A count badge showing how many different events the customer has attended. Hover it to see the event names; shows 0 when there are none
Groups	One badge per group the customer has visited, limited to the groups you are assigned to. Only shown when your company has more than one group
Tags	One colored chip per tag applied, in the tag's library color. Shows "-" when the customer has no tags
Archived	(only with the Archived filter set) Date the customer was archived. Shows "-" when no archive date is recorded
Actions	Three-dot menu with View customer details, plus Archive customer (active customers) or Restore customer (archived customers)

List filters

Filter	Input	Applies to
First name	Search input	Customer first name
Last name	Search input	Customer last name
Email	Search input	Customer email
Phone number	Search input	Customer phone
Event	Event select	Customers who attended a specific event
Event count	Number range	Customers by how many different events they have attended
Tag	Search input	Customers with a matching tag
Group	Group select (multi-group companies only)	Customers who have visited the selected group
Archived	All or Visited again	Archived customers instead of active ones

Clear filters removes every filter at once.

Row actions

Action	Description	Permission
View customer details	Opens the profile page in a new tab	None required beyond customer view
Archive customer	Confirms, then archives. Data preserved. Shown for active customers	`customer_archive`
Restore customer	Confirms, then returns the customer to the active list. Shown for archived customers	`customer_archive`

CSV export format

Click the download icon (requires download_data permission) to download customers.csv with these columns:

Column	Description
First name	Customer's first name
Last name	Customer's last name
Birthday	Date of birth, in your group's date format
Email	Primary email
Phone	Phone number
Address line 1	Street address
Address line 2	Apartment, suite, or unit
City	City
State	State or province
Zip	ZIP or postal code
Country	Country code
Date joined	Date of the customer's first interaction, in your group's date format
Date last visited	Date of the most recent visit, in your group's date format
Date archived	(archived exports only) Date the customer was archived, in your group's date format
Events	The events the customer has attended, separated by semicolons
Groups	The groups the customer has visited, separated by semicolons
Tags	The customer's tags, separated by semicolons
Opted out of emails	Yes or No
Opted out of photo sharing	Yes or No

The download covers every customer you can see. It does not apply the on-screen filters, except the Archived filter, which switches the file to archived customers (archived-customers.csv).

Pagination options

The per-page selector offers 5, 10, 25, or 50 rows per page.

Customer profile sidebar

Field	Description
Avatar	Customer photo or placeholder
Name	First + last name
Email	Primary email (with icon)
Phone	Formatted phone number (with icon)
Address	Address line 1, optional line 2, city, state, zip, country
Birthday	Date of birth (with gift icon)
Tags	Every tag applied, shown as chips in their library colors
Opted out of email communication	Customer's email opt-out preference (disabled checkbox)
Opted out of photo sharing on social media	Customer's photo opt-out preference (disabled checkbox)
Date joined	Date of first interaction
Date last visited	Date of most recent visit

Profile tabs

Tab	What it shows
General	Editable customer contact form with an alert explaining that edits apply only within your company scope
Events	Events the customer has attended, with booking info, completion time, interaction count, and notes
Transactions	All transactions with status, bookings, and custom field responses. Toggle to include all locations
Payments & credit	Saved payment methods (Stripe or Square), customer credit balance, and gift cards purchased
Waivers	Customer's signed waivers plus optional view of associated minor waivers
Surveys	Survey responses submitted by the customer
Notes/tags	Internal notes (with timestamp and author) and tags (badges visible on the list)
Photos	Photos from the customer's event sessions in a carousel
Emails	Email event history (sent, delivered, opened, clicked, bounced, complained)

General tab fields

Field	Description
First name	Customer's first name
Last name	Customer's last name
Birthday	Date of birth (date picker)
Email	Primary email (read-only)
Phone	Phone number with country code (uses the country's phone placeholder)
Address line 1	Street address
Address line 2	Apartment, suite, or unit
City	City (label adjusts by country)
State	State or province (dropdown of US states when country is US, text input otherwise)
Zip	ZIP or postal code (label and placeholder adjust by country)
Country	Country dropdown; changing it also updates the city, state, and zip labels/placeholders

Click Update customer details to save. An info alert reminds you that changes apply only within your company; the customer's own profile settings remain unchanged.

Events tab columns

Column	Description
Event	Event name
Booking	Date and start time of the booking
Completion time	Duration from start to end (calculated)
Interactions	Number of interactions (hints) given during the session
Notes	Truncated pre-event and post-event notes with "..." expand link
Actions	Three-dot menu with View event details

Transactions tab columns

Base columns (add Location when Show all locations is on):

Column	Description
Transaction details	Order number and purchaser info (who and when)
Status	Status badge: active (success), cancelled (danger), pending (warning), failed (danger)
Location	(conditional) Company group the transaction belongs to
Bookings	Events linked to the transaction with dates and times
Additional information	Count of custom field responses with a link to the Customer responses modal

Transaction status values

Status id	Label	Badge color
0	Cancelled	Danger
1	Active	Success
2	Pending	Warning
3	Failed	Danger

Customer responses modal columns

Shown when a transaction has custom field responses:

Column	Description
Custom field	The field label, plus any attached external links and policy buttons
Response	"Yes" or "No" for checkbox fields; the text value for other fields
Timestamp	When the response was recorded

Payments & credit: saved payment methods

Shown when your payment gateway is Stripe (id 3) or Square (id 2). The + Add stored credit card button is only visible if card storage is enabled for the gateway.

Element	Description
Card icon	Brand icon (Visa, Mastercard, Amex, etc.)
Card brand name	Display name of the brand
Default badge	Marks the customer's default card
Masked card number	`•••• •••• •••• 1234`
Expiration	`MM/YYYY`
Cardholder name	Name on the card (when set)
Three-dot actions	Set as default (if not already default), Remove card

Payments & credit: customer credit

Column	Description
Credits	Amount plus description
Spent	Amount already used
Remaining	Amount still available
Created by	Creator's name and the creation date/time
Actions	Delete (trash icon, visible only when nothing has been spent) and Edit (pencil icon)

Three summary stats appear below the table: Total credits, Total spent, Total remaining.

Payments & credit: gift cards

Column	Description
Gift card code	Formatted code with an active or deactivated badge
Recipient	Recipient name and email
Value	Total and remaining amounts
Purchase date	Date and time purchased
Delivery date	Scheduled delivery date (or purchase date if none set)
Expiration date	Expiration or a "does not expire" badge
Actions	Three-dot menu: Resend delivery email, View transaction, Deactivate gift card

Waivers tab

The table has two views. Switch using the pills at the top:

Customer waivers: waivers the customer signed themselves
Child waivers: minor waivers signed as part of this customer's bookings (the pills appear only when any exist)

Click any row to open the Waiver details drawer. The table shows 10 waivers per page.

Column	Description
Booking details	Event name, date, and start time
Child name	(minor waivers only) Child's first and last name
Status	Status badge
Date signed	Date and time the waiver was signed
Signature	Inline signature image (if captured)
Actions	Download PDF icon

Waiver status values

Status	Badge
completed	Success
checked	Warning
call_to_book	Warning
blocked	Warning
cancelled	Danger
removed	Danger
expired (passed)	Default
booked	Info
available	Info

Waiver details drawer

Clicking a waiver opens the same Waiver details drawer as Waivers > Waiver history, with sections for the customer, the event, settings, the waiver record, custom field answers, and delete. The View details link in the Customer section is hidden when the waiver belongs to the customer you're viewing, and shown for a child's waiver.

Waiver details drawer opened from a customer profile, showing the Customer, Event, Settings, Waiver record, and Delete waiver sections

Action	Description
Move	Moves the waiver to a different booking, picked with a date navigator
Copy	Adds a copy of the waiver to a second booking
Assign to booking	Shown on walk-in waivers. Attaches the waiver to a booking
Clear booking	Removes the waiver from its booking and makes it a walk-in
Not participating	Switch that marks the signer as not taking part in the event
Download PDF	Exports the signed waiver
Delete	Permanently removes the waiver after a confirmation. Requires the Delete waivers permission and is not offered on a completed booking

Surveys tab columns

Column	Description
Survey	Survey name and description
Date completed	When the customer submitted the response
Actions	Three-dot menu: View response details, Delete survey

Notes/tags tab

Notes section:

Element	Description
Notes list	Each note shown as a card with the note text, author, and time. An x on the card deletes it
Add note	Opens a text area for a new note, with Cancel and Save
Save	Creates the note with the current user as author

Tags section:

Element	Description
Tags list	Each tag shown as a colored chip with an x inside to remove it from the customer
Add tag	Opens a search field listing the tag library; type a new name and press enter to create one
Manage tags	Link next to the heading that opens the tag library in a new tab

Photos tab

A carousel (autoplay off) with one slide per photo. Each photo shows the overlay version if available, else the base image. No explicit empty state.

Emails tab columns

Column	Description
Email type	Capitalized email type name
Email status	Badge for the event (see values below)
Time of event	Date and time the event occurred
Recipient	Recipient first + last name, email
Sender	Sender first + last name and email, or "System" if no sender

Email event statuses

Status	Badge
Open	Success
Click	Success
Subscription	Success
Bounce	Danger
Complaint	Danger
Reject	Danger
Rendering Failure	Danger
DeliveryDelay	Danger
Delivery	Default
Send	Default

A Refresh button at the top of the tab re-queries the email events.

Permissions

Permission	Gates
`customer_archive`	Archive customer and Restore customer actions on the list and profile page, and the visited-again banner on the customer list
`download_data`	CSV download icon on the customer list

Good to know

Customer records are created automatically through bookings, waivers, and purchases. There's no manual "add customer" flow.
Customer visibility follows group assignments. A staff member assigned to a subset of groups only sees customers who have visited those groups, in the list, in customer search fields, in the CSV download, and on profile pages. Staff assigned to every group see all customers, including those with no recorded visit yet.
The events count and the group filter count different events attended, not total visits. A customer who attended the same event three times counts as 1.
Customers are matched by email. If a customer uses a different email on a later booking, they'll appear as a separate record. There's no merge flow, so use a single email per customer consistently to keep records unified.
Tags are internal-only and never visible to customers. Use them for VIPs, frequent visitors, customers with accessibility needs, or any other internal categorization. Tags appear on both the profile and the list.
Tags can also be reported on. The Customers report has a Tags field and a matching Tag filter, so you can pull a filtered, downloadable list of every customer carrying a given tag. See Reports.
Notes are stamped with your name and the current time. They create an audit trail for customer-facing interactions.
The email field on the General tab is read-only. The email is the customer's account identifier, so changing it here would break the link to their bookings.
Customer edits on the General tab apply only within your company scope. The customer's own profile settings (which they manage themselves) remain unchanged.
The Transactions tab defaults to showing transactions in the current company group. Toggle Show all locations to include transactions from every group you have access to.
Customer credit can be reduced but not below the spent amount. Credits with any spent balance cannot be deleted, only edited up.
Gift card deactivation is one-way. Any remaining balance must be manually refunded; the system won't auto-refund on deactivation.
Opening a waiver from this page requires the Update waivers permission. The drawer changes where a waiver sits (move, copy, clear, not participating) but never the signed content.
Archiving a customer preserves all historical data (bookings, waivers, transactions, credits, etc.) but removes them from the active customer list and customer search fields. There's no permanent delete; this keeps reporting and booking history intact.
Archived customers can be viewed and restored at any time from the Archived filter. Their profiles are read only until restored.
An archived customer who books or visits again stays archived. Look for the Visited again badge, the banner on the customer list, and the notice in the booking details panel.
Archived customers are left out of email campaign audiences until they are restored.
A customer whose email changed after they were archived may show no archive date. They list and restore normally but are never flagged as Visited again.
The Date joined and Date last visited fields on the sidebar are set automatically based on customer activity. They can't be edited directly.
Photos respect opt-out. If the customer has set Opted out of photo sharing, don't share their photos externally even though they appear in the carousel.

FAQ

Q: Can I merge duplicate customer records?

A: No. Records are matched by email. If a customer used different email addresses, they'll appear as separate records. Use a single email per customer consistently to keep history unified.

Q: Can customers see their own notes or tags?

A: No. Notes and tags are internal only.

Q: How do I find customers who attended a specific event?

A: Use the Event filter on the customer list and pick the event.

Q: Why can't a staff member see a customer that another location added?

A: Customer visibility follows group assignments. If the customer has only visited groups the staff member is not assigned to, the customer stays hidden for them. Assign the staff member to that group in Settings > User management to grant access.

Q: How do I find my most loyal customers?

A: Use the Event count filter with a "from" value, for example 5 and up, to list every customer who has attended at least that many different events.

Q: Can I delete a customer permanently?

A: Customers can be archived, not permanently deleted. Archiving preserves booking history and reporting data.

Q: Why can't I edit the customer's email?

A: The email is the customer's account identifier. Changing it from this page would break the link to their existing bookings, waivers, and transactions. Customers can update their own email from their account.

Q: Why is the download icon missing from the customer list toolbar?

A: Your role doesn't have the download_data permission. Ask an admin to add it in Settings > User management.

Q: Why can't I remove a customer credit?

A: The delete icon only appears when the credit has never been spent. Once a credit has any spent balance, it can only be edited upward. This prevents a customer from losing a balance they've already consumed.

Q: What happens when I deactivate a gift card?

A: The card becomes unusable immediately. Any remaining balance is not automatically refunded; you'll need to issue a manual refund if appropriate.

Q: Can I edit a waiver's signature or content?

A: No. From the waiver drawer you can move, copy, or clear a waiver's booking, mark the signer as not participating, or delete the waiver, but the signed content and signature can't be changed.

Q: What do the Customer waivers and Child waivers pills do?

A: They switch the waivers table between this customer's own signed waivers and any minor-participant waivers signed under this customer's bookings. The pills only appear when associated child waivers exist.

Q: Can I delete a waiver from the customer profile?

A: Yes, if you have the Delete waivers permission. Click the waiver, scroll to Delete at the bottom of the drawer, and confirm. Waivers on a completed booking can't be deleted.

Q: How do I see transactions from other locations?

A: On the Transactions tab, toggle Show all locations at the top. The table reloads with transactions from every company group.

Q: What do the different email statuses mean?

A: Send and Delivery are the normal flow. Open and Click mean the customer engaged. Bounce, Complaint, Reject, Rendering Failure, and DeliveryDelay are problems; check the email address and the customer's mail server if these appear. Subscription is a subscribe event.

Q: Who sees internal customer notes?

A: Anyone in your team with access to the customer profile sees them. They're never exposed to the customer.

Q: How do I undo an archive?

A: Set the Archived filter on the customer list to All, then select Restore customer from the customer's three-dot menu, or open their profile and click Restore customer in the banner. It requires the customer_archive permission.

Q: What happens if an archived customer books again?

A: The booking goes through normally and the customer stays archived. They get a Visited again badge, are counted in the banner on the customer list, and their bookings show an archived notice in the booking details panel so staff can restore them.

Q: When I archive a customer, do I lose their bookings?

A: No. Archiving only hides the customer from the active list. All bookings, waivers, transactions, credits, and history stay in the database and continue to appear in reports.

Q: Why does a customer have a zip code when my booking site never asks for one?

A: Card forms ask for a postal code once a card from a country that uses them is entered. That postal code is saved to the venue's record of the customer after the payment, so a zip can appear even when the template's Address field is Hidden. Cards from countries without postal codes save nothing.