Managing customers

Your customer list

Every person who books through your storefront or is added manually becomes a customer record in Fjellride. Find them under Customers in the sidebar.

The customer list shows all contacts across your organization, with tabs for Active and Archived customers.

Creating a customer

Customers are created automatically when someone completes a booking on your storefront. You can also add them manually:

1. Go to Customers
2. Click Add Customer
3. Fill in:
   • Name (required)
   • Email (required) — must be unique within your organization
   • Phone (optional)
   • Notes (optional) — internal notes only visible to your team

Viewing a customer

Click any customer to see their detail page, which includes:

• Contact information — name, email, phone
• Notes — internal notes
• Login status — whether the customer has a linked Fjellride account
• Booking history — all bookings associated with this customer

Editing a customer

1. Open the customer detail page
2. Click Edit
3. Update any fields
4. Save

Searching and filtering

Use the search bar at the top of the customer list to find customers by name, email, or phone number. The search requires at least 2 characters.

You can also filter by:

• Role — Customer, Editor, or Admin
• Status — Active or Banned
• Sort by — Name, Email, Role, Created date, or Last login

Archiving and deleting

Archiving

Archive customers you no longer work with but want to keep for records:

1. Select one or more customers
2. Click Archive

Archived customers move to the Archived tab and don't clutter your active list.

Deleting

To permanently remove a customer:

1. Select one or more customers
2. Click Delete
3. Confirm

Customers and bookings

When creating a manual booking, you can link it to an existing customer record. This is required for any booking with a status other than Concept.

The customer's booking history is visible from their detail page, making it easy to see all past and current reservations in one place.