Customer Profile

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

Entry: Customer > Profile

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

Purpose

View core profile details, contact information, and customer insights.

Common actions

• Verify core details
• Update customer information
• Review related records

Notes

• You normally need to select a customer from the list before opening this page.

Related rules

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