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 or activity pass
• View waiver status to confirm whether required waivers have been completed

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
Activity Passes	Active prepaid passes with remaining redemptions — see activity passes below
Recent Purchases	Booking and purchase history
Waivers	Completed and pending waivers

Activity passes

The Activity Passes tab on a customer profile lists all active activity passes belonging to that family. Each row shows the pass name, code, who the pass is assigned to, and remaining redemptions.

Select a pass to view 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.

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.

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
• 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, you can link the transaction to an existing customer account. This ensures the booking appears in their history and any 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

Waivers

Collect signed waivers and documents from customers.

Memberships

Manage customer memberships and recurring plans.

Activity passes

Manage prepaid session bundles.