> ## Documentation Index > Fetch the complete documentation index at: https://sailia-mintlify-5b02008a.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 ## Create a customer manually You can add customers to your database without waiting for them to book online — useful for phone bookings, walk-ins, or migrating existing records. Go to **Clients** in the sidebar to see your existing customer list. Select **New client** in the top right. Enter the customer's name, email, and phone number. Email is used for booking confirmations and account access, so make sure it's correct. Select **Create user**. A confirmation appears at the bottom of the screen and the new customer is added to your database immediately. Customers created manually don't automatically receive an account login. If they need to sign in to view their bookings, ask them to use **Forgot password** on your [booking page](/getting-started/booking-page) with the email you entered — see [customer accounts](/customers/customer-accounts). ## Customer profiles Each customer profile is organized into tabs: | Tab | What it shows | | -------------------- | ---------------------------------------------------------------------------------------------------------------------------- | | **Overview** | Account members, family notes, and profile details | | **Memberships** | Active [membership plans](/pricing/memberships) | | **Activity Passes** | Active [prepaid passes](/pricing/activity-passes) with remaining redemptions — see [activity passes](#activity-passes) below | | **Recent Purchases** | Booking and purchase history | | **Waivers** | Completed and pending [waivers](/customers/waivers) | ## Activity passes The **Activity Passes** tab on a customer profile lists all active [activity passes](/pricing/activity-passes) belonging to that family. Each pass appears as a card showing the pass name, code, who the pass is assigned to, remaining redemptions, and expiry date. A status badge highlights whether the pass is **Active**, **Depleted** (no redemptions left), or **Expired**. Active passes are listed first. Select **View** on a pass to see its full details, including the purchase date, expiry date, and eligible activities. If you have financial dashboard permissions, you can also manage the pass directly from this view — adjusting redemptions, changing the expiry date, or reassigning the restricted user. If a family has more than five passes, select **Show more** to load additional passes in batches of five. ## Archive a customer Archiving a customer removes them from the active client list while preserving their booking history, waivers, and payment records. Use it for accounts that are no longer active — for example, customers who have asked to be removed from your system or duplicate records you want to retire. Go to **Clients** in the sidebar and select the customer you want to archive. Select **Archive** on their profile. The customer is hidden from the active client list, but their historical records remain intact for reporting. You cannot archive a customer who is currently in a [membership](/pricing/memberships) that is not cancelled. If you try, Sailia blocks the action and shows the message *"This user is currently in a membership and cannot be archived."* Cancel the membership first, then archive the customer. You also cannot archive the main member of a [family account](/customers/family-accounts) directly. Archive or reassign the linked family members first. ## Notes The **Overview** tab on a customer profile includes a notes section where you can store free-text notes against the account. Use it to record important details such as medical information, preferences, or any other context your team needs when working with a customer. Notes are only visible to staff with permission to view other user profiles. If you don't see the notes section, ask an admin to update your [permissions](/staff/management#permissions). ## 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 Encourage customers to create accounts to speed up repeat bookings and simplify waiver management. ## 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 Collect signed waivers and documents from customers. Manage customer memberships and recurring plans. Manage prepaid session bundles.