> ## Documentation Index
> Fetch the complete documentation index at: https://sailia-mintlify-document-new-features-1776330531.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer management

> View and manage your customer accounts, profiles, and booking history.

Sailia automatically creates customer records when people book activities or make purchases. The customer dashboard gives you a central place to view profiles, track booking history, and manage account details.

## Customer dashboard

The customer dashboard lists all customer accounts in your system. From here you can:

* **Search** by name or email to find a specific customer
* **View booking history** to see all past and upcoming reservations
* **Check membership status** to see if a customer has an active [membership](/pricing/memberships) or [activity pass](/pricing/activity-passes)
* **View waiver status** to confirm whether required [waivers](/customers/waivers) have been completed

## Customer profiles

Each customer profile includes:

| Field                 | Description                                                                                        |
| --------------------- | -------------------------------------------------------------------------------------------------- |
| **Name**              | The customer's full name                                                                           |
| **Email**             | Their email address, used for booking confirmations and [workflow emails](/integrations/workflows) |
| **Booking history**   | A list of all past and upcoming bookings                                                           |
| **Memberships**       | Any active [membership plans](/pricing/memberships)                                                |
| **Activity passes**   | Any active [prepaid passes](/pricing/activity-passes) with remaining sessions                      |
| **Gift card balance** | Any [gift cards](/pricing/gift-cards) linked to the account                                        |
| **Waivers**           | Completed and pending [waivers](/customers/waivers)                                                |
| **Notes**             | Free-text notes attached to the customer account — see [notes](#notes) below                       |
| **Profile image**     | An optional photo uploaded by the customer — see [file uploads](/customers/file-uploads)           |

## Notes

The **Notes** tab on a customer profile lets you store free-text notes against a customer account. Use it to record important details such as medical information, preferences, or any other context your team needs when working with a customer.

To add or edit notes:

<Steps>
  <Step title="Open the customer profile">
    Navigate to the customer dashboard and select a customer.
  </Step>

  <Step title="Select the Notes tab">
    Click the **Notes** tab in the profile view.
  </Step>

  <Step title="Enter your notes">
    Type or edit the notes in the text area.
  </Step>

  <Step title="Save">
    Click **Save Notes** to save your changes.
  </Step>
</Steps>

<Note>
  The Notes tab is only visible to staff with permission to view other user profiles. If you don't see the tab, ask an admin to update your [permissions](/staff/management#permissions).
</Note>

## Customer accounts

Customers can create an account on your booking page. With an account, they can:

* View their upcoming and past bookings
* Manage their membership and activity passes
* Complete waivers before attending an activity
* Upload a [profile image](/customers/file-uploads#profile-images)
* Save their details for faster checkout

<Tip>
  Encourage customers to create accounts to speed up repeat bookings and simplify waiver management.
</Tip>

## Linking customers at the POS

When processing a [POS sale](/point-of-sale/overview), you can link the transaction to an existing customer account. This ensures the booking appears in their history and any [membership discounts](/pricing/discount-codes#membership-discounts) are applied automatically.

If the customer does not have an account, the POS creates a booking with the attendee details you enter. The customer can later create an account to claim their booking history.

## Related guides

<Columns cols={2}>
  <Card title="Waivers" icon="file-signature" href="/customers/waivers">
    Collect signed waivers and documents from customers.
  </Card>

  <Card title="Memberships" icon="id-card" href="/pricing/memberships">
    Manage customer memberships and recurring plans.
  </Card>

  <Card title="Activity passes" icon="ticket" href="/pricing/activity-passes">
    Manage prepaid session bundles.
  </Card>
</Columns>