The customer detail page: tabs and Overview

Clicking a row in the customer list opens that customer's management page. The customer's name sits at the top, together with a "Banned" badge if they are banned and any linked-customer/guardian badges; a horizontally scrollable tab menu sits underneath.

Tabs

The tabs every customer has are: Overview, Sales Cards, Packages, Debts, Payments and Photos and Documents. These tabs appear only if the matching Pi-Store module is enabled for your business: Classes (with the sub-tabs Class Enrollments and Session History), Group Events, Access and Check-in History, Measurements, Goals, Programs.

Overview panels

• Top summary cards: Total Appointments, Total Paid (green), Outstanding Balance (red) and the number of Packages Purchased.

• Appointment Breakdown: completed, no-show, cancelled and other appointments broken down as a donut chart with counts.

• Financial Summary: a payment status chart showing the paid, pending debt and overdue debt amounts.

• Customer Profile: a quick view of phone, e-mail, location and notes.

• Risk Status: the risk level calculated from appointment, payment and experience data, its reasons and the data reliability. If there is not enough data, a "Risk score has not been calculated yet" message appears.

• Operational counters and Customer Activity: service/sale counters together with a timeline of the customer's most recent transactions.

The management menu at the top right

• Edit: the same two-tab window as the add form (Customer Information + Billing Information). Changing the registration date needs a dedicated permission — without it the field is not shown.

• Ban / Lift Ban: restricts the customer's self-service channels (see the ban article for the details).

• Delete: archives the customer (the details and the blocking rules are in the ban/delete article).