> ## Documentation Index
> Fetch the complete documentation index at: https://sailia-mintlify-improve-docs-1774751080.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer management

> View and manage your customer accounts, profiles, and booking history.

Sailia automatically creates customer records when people book activities or make purchases. The customer dashboard gives you a central place to view profiles, track booking history, and manage account details.

## Customer dashboard

The customer dashboard lists all customer accounts in your system. From here you can:

* **Search** by name or email to find a specific customer
* **View booking history** to see all past and upcoming reservations
* **Check membership status** to see if a customer has an active [membership](/pricing/memberships-and-passes) or [activity pass](/pricing/memberships-and-passes#activity-passes)
* **View waiver status** to confirm whether required [waivers](/customers/waivers) have been completed

## Customer profiles

Each customer profile includes:

| Field                 | Description                                                                                          |
| --------------------- | ---------------------------------------------------------------------------------------------------- |
| **Name**              | The customer's full name                                                                             |
| **Email**             | Their email address, used for booking confirmations and [workflow emails](/integrations/workflows)   |
| **Booking history**   | A list of all past and upcoming bookings                                                             |
| **Memberships**       | Any active [membership plans](/pricing/memberships-and-passes)                                       |
| **Activity passes**   | Any active [prepaid passes](/pricing/memberships-and-passes#activity-passes) with remaining sessions |
| **Gift card balance** | Any [gift cards](/pricing/gift-cards) linked to the account                                          |
| **Waivers**           | Completed and pending [waivers](/customers/waivers)                                                  |
| **Profile image**     | An optional photo uploaded by the customer — see [file uploads](/customers/file-uploads)             |

## Customer accounts

Customers can create an account on your booking page. With an account, they can:

* View their upcoming and past bookings
* Manage their membership and activity passes
* Complete waivers before attending an activity
* Upload a [profile image](/customers/file-uploads#profile-images)
* Save their details for faster checkout

<Tip>
  Encourage customers to create accounts to speed up repeat bookings and simplify waiver management.
</Tip>

## Linking customers at the POS

When processing a [POS sale](/point-of-sale/overview), you can link the transaction to an existing customer account. This ensures the booking appears in their history and any [membership discounts](/pricing/discount-codes#membership-discounts) are applied automatically.

If the customer does not have an account, the POS creates a booking with the attendee details you enter. The customer can later create an account to claim their booking history.

## Related guides

<Columns cols={2}>
  <Card title="Waivers" icon="file-signature" href="/customers/waivers">
    Collect signed waivers and documents from customers.
  </Card>

  <Card title="Memberships and passes" icon="id-card" href="/pricing/memberships-and-passes">
    Manage customer memberships and prepaid passes.
  </Card>
</Columns>