Customer List

Workspace route: /customer (under your clinic’s /admin address).

Entry: Customer

Workspace: Staff, Admin. Available actions depend on your permissions and enabled features.

Purpose

Search customers, open customer profiles, and begin booking or billing workflows.

Common actions

• Search for a customer
• Open the customer profile
• Jump to appointments
• Jump to billing

Notes

• Detail pages usually depend on a selected customer context.

Related rules

• For questions about amounts, refunds, points, package redemption, permissions, or audit history, continue with Rules & FAQ.