Introduction to customers and checkout

Introduction: what is a customer, and how does it affect checkout?

What is a customer?

A customer is a person you do business with in the platform. Each customer has a profile with contact and address information. Customers can have one or more participants (the people who take part in your activities, such as family members on the same account). You will see customers in the Customers section when: - Bookings are placed — customer records are created or linked when people book, so you can see who is buying from you. - You add them manually — you can create a customer yourself before they book (for example, to set up an account, send an invite, or add participants in advance). On a customer’s profile, you can see high-level information such as how many participants and orders they have, and their total spend (where available). The profile is organised into tabs such as Participants, Wallet (only when your organisation tracks wallets at customer level), and Orders, plus a Manage menu for edit, add participant, email, and account invite (where you have permission).

How customers relate to checkout and orders

- The email and names you use at checkout should match how you want the customer to appear in Customers and in communications. - If you use credits or wallets, whether balance sits with the customer or with each participant depends on your organisation’s wallet tracking settings. - The public booking experience for your customers (your website or customer booking flow) will also collect customer information in line with your setup; the partner platform’s customer records bring that data together for you in one place.