Customers

The Customers page lists everyone who rides at your stable. Each person's activity, passes, balance, and family sit one click away. Admins and instructors can open it.

Finding a customer

• Search by name, email, or phone in the box at the top.
• Switch between Active and Deactivated people with the toggle beside the search box.

Reading the list

Each row shows:

• Name and contact — the person, with their email underneath.
• Rides (30d) — how many rides they've had in the last 30 days.
• Last activity — when they were last active.
• Active passes — how many valid passes they currently hold.

Adding a customer

Use Add customer in the top-right corner to create a record with a name and, optionally, contact details. You can invite them to their own account later.

The customer panel

Click a person to open their panel, with four tabs:

• Activity — payments at a glance (total paid, pending rides, waived), the passes and vouchers they hold, and their ride history.
• Contact — name, email, and phone, plus whether they've claimed their own account.
• Balance — the customer's running balance: top-ups, ride charges, settlements, and refunds, newest first, with a CSV export.
• Guardians — for a child or dependent rider, the parent or guardian accounts linked to them.

Good to know

• A person can be both a customer and a horse owner — the same record links the two.
• If the same person was added twice (once by you, once when they signed up), you can merge the two records so their history, passes, and balance end up in one place.
• Deactivating a customer keeps their history and refunds any pass credit, rather than deleting anything.

Related

• Horses — where a customer appears as a horse's owner.