Create and manage customer profiles
Keep customer details accurate and understand memberships, vouchers, forms, and booking history.
WorkspaceCustomers & products
Best used forcustomer · profile · duplicate
How to followComplete sections in order
Create a customer
- 1
Open Customers and select Add Customer.
- 2
Search existing customers by email and phone first.
- 3
Enter name and valid contact information.
- 4
Add optional address, birthday, tags, or notes only when relevant.
- 5
Save and confirm the customer appears in the active park.
Understand the profile
- Overview: contact details and account summary.
- Bookings: reservation history and upcoming visits.
- Memberships, gift cards, and vouchers: issued products and balances.
- Forms and waivers: completed customer documents.
- CRM activity: messages, tags, and engagement where enabled.
A customer was created but is missing
Confirm the active park, clear search filters, and search the exact email address. Customer visibility is park-scoped; a profile created in one park may not appear in another unless it is linked there.
Avoid duplicates
Do not create a second profile until you have searched by both email and phone.
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