Everyone who books, subscribes or signs up with you appears in one list — along with anyone you add yourself. It's your own record, kept by Bizzly, so it works whether or not you use a CRM.
Where to Find This
Navigate to Services → Customers → All Customers and stay on the Contacts tab. Its description reads "Everyone in your CRM — captured from forms, bookings and sign-ups, or added here by you."
The list is built from your customers' memberships of your business — it loads and works exactly the same whether HubSpot is connected or not. Connecting HubSpot adds syncing on top: contacts you create in HubSpot's own screens are pulled in automatically each time you open this tab, and customers you add here are mirrored out. Nothing here waits on that. See Managing HubSpot Contacts.
Reading the List
The heading reads Customers with the total beside it — for example "Customers (248)". Each row shows:
- Name, with a No account yet badge if that person hasn't set up their login, and a small chip showing where they came from: Added (you created them), Import (they arrived in a spreadsheet import) or HubSpot. A customer who signed up on your website carries no chip — that's the ordinary story.
- Email.
- Subscription — a coloured badge with their status (Active, Past due, Trialing and so on), plus a Retired badge if they're paying an old price.
- An extra column for the location that customer prefers — only if your account-holder fields include a location field (see Account Profiles). It's named after whatever you called that field, for example Preferred location.
Use the search box ("Search name or email…") to find someone — it searches your whole customer list, not just what's currently loaded. The dropdown narrows the list to All customers, Subscribed, On retired price, No subscription or No account yet, and — when you have a location field — a second dropdown (Any [your field's name]) narrows it to one location.
The list pages through 20 customers at a time on screen. Bizzly fetches your first 200 customers straight away, then keeps fetching the rest in the background while you work — you'll see "Loading the rest of your customers… 200 of 480" under the table until it's done.
If you haven't got anyone yet, the list reads "No customers yet — customers will appear here once someone books, subscribes, or you add them below."
On a phone the same information appears as cards — name and email at the top, phone number and the date they joined together underneath, and status badges alongside. Where they apply, Invite and Checkout run as full-width buttons along the bottom of the card. Tap the rest of the card to open the record, same as clicking a row.
Adding a Customer
Someone rings up and has never used your website. Click Add customer and fill in the short form:
- 1
First name and Last name
The first name is required.
- 2
Email
Where their account and receipts go. The hint underneath explains what happens: "New to Bizzly? They'll get a link to set a password. Already registered with another business? Their account is linked — no email sent."
- 3
Phone
Also required — "Used for text and WhatsApp payment links. They confirm their details when they finish setting up their account." Type it either as your customer would say it (a UK number starting 07…) or in full international format with a + and country code (e.g.
+447700900123) — either is accepted and stored correctly. - 4
Address and account-holder details (optional)
Click Address (optional) to expand a street address, city, state/province, postal code and country — handy if the customer gives you their address over the phone, but never required to create the account. If your account-holder fields include anything else (see Account Profiles), an About this customer section appears below with those fields, also optional. Your customer can fill in anything you skip themselves, under My Details.
Click Add customer and you're told exactly what happened:
If the invitation email can't be sent just now you're shown the setup link itself to read out instead. Click Done to close, and the new customer appears in the list.
This creates a real account, not a placeholder — they can claim it from the emailed link and see their own bookings. It's the same process as adding someone in the middle of composing an assisted checkout.
Import next to it opens the customer import, for bringing a whole list across at once from a spreadsheet — see Importing Customers From a Spreadsheet.
Inviting Someone to Set Up Their Login
A customer you added, or one who arrived from a spreadsheet, has no login until they set one up. Their row shows No account yet and, beside it, an Invite button (Sending… while it goes). You'll see "Invite sent to jane@example.com."
Open their record and the Account line shows the same thing with more detail — Invite sent · expires 22 Sep 2026 — and a Send invite or Resend invite button.
Filter the list by No account yet to see everyone still to claim their account, and work down the column.
If someone you added just signs up on your website the ordinary way — clicking Sign In and creating an account, rather than opening the emailed link — Bizzly still recognises them by their email address and connects the new login to the record you already have. Their bookings, credits and any profiles are there from the start, no second account and nothing to fix on your side. Any invite still sitting unclaimed for them is marked accepted too, so No account yet clears and the Resend invite button disappears on its own.
Taking a Payment From a Customer
Rows also carry a card icon — hover or tap it for "Build a cart for this customer and take a payment on their behalf." Clicking it opens the payment-link wizard with that customer's details already filled in, so you can build their basket and send them a link to pay. It appears only for team members whose role includes taking payments. See Assisted Checkouts.
Opening a Customer's Record
Click any row (the arrow at the end is labelled View details) to open their record. It holds:
Contact — their Email (fixed, since it's their sign-in), and their first name, last name, display name, phone, and each part of their address (street, city, state, postal code, country) as its own row — tap any row to edit it, same as a profile field: it becomes an input with a tick and a cross, Enter saves, Esc cancels. Changes save straight to their account (and their own login profile, if they have one). Underneath: when they Joined, their Account status if they haven't claimed it yet, and — when HubSpot is connected — whether their contact is Synced or Not synced.
About this customer — if your business asks account holders for anything beyond the built-in contact details (a preferred location, say — see Account Profiles), those fields appear here, editable the same tap-to-edit way. Only shown when you've defined at least one.
Subscription — the Plan and how it bills, the Price, the Status, when it Renews (or when a Trial ends), and Customer since. Underneath, Usage this period lists how much of each service's allowance they've used — "2 / 4 used", or Unlimited — turning red once an allowance is gone. If they have no subscription it simply reads "No active subscription."
Purchases — one-off buys and session packs, each with the date, the amount, its status, how many sessions are left ("3/8 sessions left") and any expiry date. It's only there for businesses that sell them.
Profiles — the children, pets or students on the account, and the details recorded against each. You can correct a value in place: tap a field, change it, tap the tick. Fields only your team fills in are marked · team. On the base plan the section stays but is locked, with a note that account profiles come with Standard and Pro. See Account Profiles.
Purchase eligibility — what they've already bought of your once-only and limited offers, and where you record a purchase they made before joining you. See Purchase Eligibility on a Customer's Record.
At the bottom: HubSpot and Stripe open their record in those tools, Delete starts a data-deletion request (see Handling a Customer Deletion Request), and Close shuts the window.
Usage this period, Purchases, Purchase eligibility and Delete are administrator-only. A team member on a limited role sees the record without them, rather than seeing buttons that would be refused.
Deleting Several Customers at Once
For cleaning up a botched import or a batch of test rows, you don't have to open and delete customers one at a time. A tick-box appears at the left of every row (a checkbox on a phone card), plus one in the column header that selects everyone currently shown — so if you've searched or filtered the list first, it only selects what's in front of you.
Tick one or more rows and a red bar appears above the list: "3 customers selected", with Clear and Delete selected… buttons.
Click Delete selected… and a window lists everyone you picked, by name and email, so you can check the list before anything happens. If any of them have an active subscription, it warns how many — those subscriptions are cancelled as part of the deletion. Tick Email each customer a deletion confirmation if they should be told (it's off by default, since bulk delete is mostly used to clean up rows that were never really customers — test entries, or a bad import). Type DELETE into the box, then click Delete 3 customers (the button names how many you picked).
This runs straight away, one customer at a time — there's no 30-day schedule option for a bulk delete. Each row shows its own progress as it goes: Erased, Failed (with the reason), Already queued if a deletion was already pending for that person, or Finishing in background if theirs is taking longer than expected. Stop after this customer halts the run between people without interrupting the one in progress. It's the same permanent erasure as deleting one customer's data from their record — see Handling a Customer Deletion Request for exactly what's removed. This cannot be undone.
Bulk delete is administrator-only, same as the single-record Delete button. Team members on a limited role don't see the tick-boxes at all.
Customers Paying a Retired Price
When you change what a plan costs, people already subscribed keep paying the price they signed up at. That old price is retired — it still bills, but it isn't what you sell any more.
- A banner appears above the list: "3 customers on a retired plan — migrate to keep pricing and quotas current." Click Migrate all (3) to move everyone at once.
- To move one person, open their record and click Migrate to current plan in the On a retired price box, which shows what they're on now and what they'd move to.
Either way you're asked to confirm first, because it changes what they're charged next: "Migrate 3 customers to the current plan? This moves their Stripe subscription and changes their next charge."
Nobody is ever moved automatically — they stay on their original price until you decide. Moving customers is administrator-only; a team member sees "Ask an administrator to migrate this subscription." instead of the button.
Keeping the List Fresh
Refresh re-reads the list at any time. There's nothing to schedule and no sync button to press: new bookings, sign-ups and — when HubSpot is connected — contacts added in HubSpot all arrive on their own.
Tips
- Add the customer before the booking. Once they exist, everything else — payment links, bookings made on their behalf, recording a fee they'd already paid — is a couple of clicks.
- Work the "No account yet" filter weekly. A customer who never claims their account can't see their own bookings or manage their subscription.
- Use their record as the single answer to "what have they got?" — subscription, usage, purchases and eligibility are all on one screen.
Related Articles
- Importing Customers From a Spreadsheet - Bring an existing customer list across in one go
- Assisted Checkouts - Compose a basket and send a payment link from a customer's row
- Purchase Eligibility on a Customer's Record - Once-only offers, and recording earlier purchases
- Managing HubSpot Contacts - What syncing to HubSpot adds on top
- Account Profiles - The children, pets or students shown on a record
- Managing Your Team - Which colleagues can see and do what here