The Customers area holds a profile for every diver and enquiry: contact details, dive profile and certification, medical status, booking history and purchase history.
When you'd use this
- Looking someone up before they arrive.
- Adding a new contact.
- Checking what someone has bought or booked.
Finding customers
- Open Customers from the sidebar.
- Columns include Name, Phone, Country, Status, Certification, Source, Last Contact and a profile-completeness bar.
- Filter by status (Enquiry / Booked / Active / Inactive) or certification, search by name/email/phone, or show Archived.
Adding a customer
- Press + Add Contact.
- Fill in the Identity, Dive Profile, Medical, Emergency Contact and Status & Tracking cards.
- Press Create Contact.
Source (how the customer found you) offers the built-ins — WhatsApp, Email, Walk-in, Website, Self sign-up — or pick Other (type your own)… to add your own, e.g. Referral, Instagram or a hotel name.
On a customer's profile
- Booking History — their bookings, with a + New booking shortcut.
- Purchase History — counter sales. Refunds show a red "REFUND" badge with a negative total; discounts show a "Discount: −{amount}" line; tax-inclusive totals are marked "(incl. VAT)".
- Medical — whether their declaration is completed (see booking-medical.md).
- Notes — a running activity log. Type in the box and press Add note; each note is stamped with who added it and when, newest first. Use the trash icon to delete a note (you'll be asked to confirm).
Archiving vs deleting
- Use Archive customer to hide a contact without losing history. Delete is blocked for anyone with bookings — the page says "Cannot delete — this customer has booking records. Archive instead."