Customer Overview
EquipDash automatically builds a customer database as people book with your business. Every customer who makes a booking — whether through the booking widget, the Point of Sale, or the API — gets a profile in your customer list. You can also add customers manually or import them in bulk.
What the Customer Section Does
The Customers section gives you a single place to:
- View all your customers in a searchable, sortable table.
- See customer details including contact information, booking history, and total spend.
- Add notes to customer profiles for internal reference.
- Import customers from a CSV file to get your existing database into EquipDash.
- Export customer data as a CSV for use in other tools.
- Track custom fields to capture the specific details that matter to your business (Growth+ plan).
The Customer Table
Navigate to Customers in the sidebar to see your full customer list.
The table shows:
- Customer ID — The unique ID for each customer.
- First name — The customer's first name.
- Last name — The customer's last name.
- Email — Their email address.
- Customer since — When they were first added or first booked.
- Last booking — The date of their most recent booking.
- Actions — Edit (pencil icon) or delete (trash icon).
Searching and Sorting
- Use the Search customers field in the top-right to find customers by name or email.
- Click column headers to sort the table.
Customer Profiles
Click on any row in the table to open that customer's detail page. The page is organised as a hero card at the top plus a 5-tab workspace:
- Hero card — Avatar, contact line (email, phone, location, customer since, last booking), and three metric tiles (Lifetime value, Avg. booking, Next booking). Two action buttons: Send email and + New booking.
- Overview tab — Contact information (inline-editable, auto-saves on blur), Custom fields, Notes, and a Most-booked rail listing the customer's top 5 services.
- Bookings tab — Full booking history table for this customer.
- Communication tab — Read-only timeline of every email and SMS sent to the customer (automatic and manual). Reply to any email with one click.
- Forms & Surveys tab — Completed waivers, forms, and survey responses.
- Activity tab — Merged chronological timeline of every event (bookings, payments, emails, SMS, forms, notes), with filter pills.
See Customer Details & History for a full walkthrough.
How Customers Are Created
Customers are added to your database in several ways:
| Method | When It Happens |
|---|---|
| Booking Widget | A customer completes a booking through your online widget |
| Point of Sale | Your staff creates a booking and enters customer details |
| API | A booking is created through the API with customer data |
| Manual | You add a customer directly from the Customers page |
| CSV Import | You upload a CSV file with customer data |
When a customer books online, EquipDash checks if a customer with the same email already exists for your business. If so, the booking is linked to the existing profile rather than creating a duplicate.
Key Actions
| Action | How To |
|---|---|
| Add a customer | Click + Add Customer in the top-right. See Adding a Customer. |
| Import customers | Click Action then Import customers. See Importing Customers. |
| Export customers | Click Action then Export. See Exporting Customers. |
| View details | Click any row in the customer table. See Customer Details & History. |
| Add a note | Open the customer profile, scroll to the Notes card on the Overview tab. See Customer Notes. |
| Send an email | Open the customer profile, click Send email in the hero card. See Send a Custom Email. |
| See email + SMS history | Open the customer profile, click the Communication tab. |
| See full event timeline | Open the customer profile, click the Activity tab. |