A customer is created automatically the first time someone books, buys a pass, or orders from the shop. Under Operations > Customers you can look any of them up.
Search and sort
Type a name or email and choose Search. Results show 100 per page. Click a column heading, Name, Email or First seen, to sort, and click it again to reverse. On a phone, sort buttons appear above the list.
A customer’s page
Select a customer to see everything about them.
| Section | What it shows |
|---|---|
| Contact details | Name, email, phone, date of birth, emergency contact, when they first appeared, and any children saved on their account. |
| Waiver | Whether they’ve signed and when. If not, you can send or resend the email. |
| Marketing | Whether they’re opted in or out, with a button to change it. |
| Season passes | Their passes with dates and status (only shown if they have any). |
| Upcoming bookings | Still-live bookings from today onwards, soonest first. |
| Past bookings | Everything else, most recent first. |
| Activity | A timeline of what has happened, with the staff member responsible. |
A booking they’re only riding on, made by someone else, is marked “Riding on a booking made by …”.
Correct someone’s details
Choose Edit to change their first and last name, email, phone, date of birth or emergency contact. Dates of birth can be left empty if unknown. This is recorded in the audit log.
Send or resend the waiver link
If a customer hasn’t signed, the Waiver section says whether a link has already been emailed. Choose Send waiver email (or Resend waiver email) to send it again. It goes to the customer’s email address. The first email is sent automatically when a booking is paid. See Waivers.
Opt out of marketing
If someone asks not to receive marketing, open their page and choose Opt out of marketing.
- They’re left out of the marketing export.
- Your connected marketing tools are told to stop emailing them. If one of those tools can’t be reached, the choice is still saved and the page shows a warning.
- Opt back in reverses it. They’re only re-added to your tools if automatic sync is on.
This choice isn’t about the emails that confirm a booking or order. Those are still sent. See Marketing.