Your Customers: The Customers Screen

Everyone who books, subscribes or signs up with you appears in one list, along with anyone you add yourself. Each row is a customer: the person who holds the account, with the people they look after (children, pets, students or whatever your business keeps). It is your own record, kept by Bizzly, so it works whether or not you use a CRM such as HubSpot.

Where to Find This

Open Customers in your console. On a laptop it is in the rail, between Bookings and What you sell. On a phone it is one of the tabs along the foot of the screen.

What You See

The screen is headed Customers, with a count under the title such as "48 customers". When the whole list fits on one page, the count adds the people they look after too, in your business's own word for them: "48 customers, 61 children". A longer list shows the number of customers alone. While a search or a segment is narrowing the list, the count ends with "found", for example "6 customers found".

At the right of the heading are two controls:

• the circular arrow, Refresh people, which reads the list again and confirms with People updated
• the screen's one filled button, Add a customer, for roles that may add customers. On a phone it shows as a plus mark.

Administrators also see a Select people button beside the arrow. See Deleting Several People at Once below. While you are selecting, Add a customer steps aside.

Under the heading, from the top:

• the Find a customer field, with the segments All, Needs you and No account yet beside it (on a phone they stand one under the other)
• a Filter button, only when your business asks customers for a preferred venue and you have more than one
• your customers, as one list
• under the list, when there is more than one page, Previous, a line such as 21 to 40 of 45 and Next
• at the foot of the screen, the Actions row, which stays put while the list scrolls

The list is the first thing under the search, with no rows of actions above it. Customers has more than two ways on from the list, so they are all behind Actions, the row at the foot of the screen, and within reach however long the list is.

Each customer in the list shows:

• a round mark with their initials
• their name
• the people they look after, with each one's age, for example "Emily (6 years 9 months), Max (3½ years)". A customer with more than three names the first two and counts the rest: "Emily (6 years 9 months), Max (3½ years) and 58 more". The word follows your business, so a pet-care business sees pets and a tutoring business sees students.
• the plan they hold. When the plan is not simply running, a short note under it says where it stands: Payment overdue, Unpaid or Paused. If a payment is overdue on another of their plans, the note says "Payment overdue on another plan". A customer who has not signed in yet says No account yet.
• a mark, Needs you, on the right, when a payment is overdue or a plan is unpaid. Most customers wear no mark at all: a customer whose plan is running has nothing to flag.
• a small arrow at the right, which says the row opens

How a row is laid out depends on the room:

• On a laptop with nothing open beside the list, the name and the children stand in a column on the left. The plan and its note stand in a column beside it, so you can read down each.
• On a phone, or on a laptop while a customer is open beside the list, the name has a line of its own. Under it, the children and the plan run together and wrap onto a further line if they need the room. The plan is always in view.

The list shows twenty customers at a time, the people who joined most recently first. Press Next under the list for the next twenty, and Previous to go back. See Searching Your Console for how paging works.

If nobody is on your list yet, it says No one yet. Add your first customer, or share your website. If bookings have been taken but nobody is on the list, it says Bookings have been taken, but no one is on your list yet. Add the people who booked.

Opening a Person

Press a customer's row to open their screen. On a laptop or desktop window (about 1,100 pixels wide or more), they open in a column beside the list. On a wider laptop window (about 1,360 pixels or more), the first customer in the list is already open there when the screen opens, and so is the first customer of another segment when you choose it with no one open. A search never opens or swaps it. The list stays where it is, with its search, its segment and the pages you have read. The row you pressed is marked, and pressing another row swaps who is shown. Close at the top of their column takes you back to the list alone.

On a phone or a narrower window their screen replaces the list, and the back arrow at the top returns you to Customers.

Everything on a person's screen is in A Person's Screen.

Searching the List

The Find a customer field above the list narrows the list as you type, after a short pause. Its hint reads like "Search name, email, phone or child…". The last word is your business's own word for the people it looks after. A business that keeps none sees "Search name, email or phone…". On a phone the hint is shorter, without the word "Search". The field looks at names, email addresses and phone numbers, and at the names of the people they look after. Every word you type has to match, so "sam rivera" finds Sam Rivera and not every Sam. To go back to the whole list, press Clear search, the cross in the field, or press Escape.

The search at the top of the screen is different: it finds a person from any screen and opens their screen.

If a name is so common that it matches more customers than Bizzly can list at once, the count says "or more", for example "12 or more customers found". Type more of the name to narrow it.

When nothing matches, the list says No customer called "sam", where "customer" is your business's own word for the people who pay and "sam" is what you typed. Under it is a hint: Try a first name, a child's name or a phone number. As in the search hint, "child" is your business's own word for the people it looks after, and a business that keeps none sees Try a first name or a phone number. For roles that may add customers there is an Add a customer button as well.

Filtering the List

The segments above the list choose who is shown:

A segment works together with the search, so you can look for "sam" among the customers who need you.

The segment you choose is kept in the page's web address, so reloading the page, pressing Back, or sharing the page with a colleague brings you to the same list. A customer you open from a segment keeps it too, and Close or the back arrow returns you to that segment.

If your business asks customers for a preferred venue and you have more than one, a Filter button stands beside the segments. It opens a sheet called Filter people with a choice named after that question, offering Anywhere and each of your venues. A choice is applied as soon as you make it. Done closes the sheet, and Clear filters (shown only while a venue is chosen) puts the list back. The button then reads Filter (1).

If nobody matches a segment or a venue, the list says No customers match these filters. with a Clear filters button, which lets go of the segment, the venue and the search together.

Adding a Person

Someone rings up and has never used your website. Press Add a customer at the top right. A sheet called Add people opens, with the line "One person at a time, or a spreadsheet of them".

1. 1

   Say who they are

   Fill in First name, Last name, Mobile number and Email. The first name, the mobile number and the email are required. The mobile number is needed because payment links go to a person by text or WhatsApp before they have an account. Include the country code, such as +34, unless it is a number from your own country.

2. 2

   Decide about an invitation

   The switch Invite them to set a password is off. Adding a person sends them nothing. Turn it on if you want them to get an email with a link to set a password now, or leave it off to add them quietly and invite them later from their own screen.

3. 3

   Add more if you have it (optional)

   More options is closed, under a line that says what it holds. Open it for their address, which is never required (they can add it themselves when they set up their account), and for any questions your business asks about customers (see What You Ask About People).

4. 4

   Press Add them

   The person is added straight away. A message at the bottom of the screen says what happened and has an Open button that takes you to their screen.

What the message tells you:

If the invitation email cannot be sent, the sheet stays open and reads the link out in a box, headed You can give them this link instead:, so you can give it to them another way. It is shown only this once, so copy it before you press Done.

Adding a person cannot be undone, so there is no Undo button on that message.

To add a whole list at once, press Actions and choose Import from a spreadsheet, or press From a spreadsheet at the foot of the Add people sheet. See Importing People From a Spreadsheet.

The Actions

Every screen follows one rule for its ways on from a list: one or two stand as rows above the list, and three or more are gathered behind one row called Actions at the foot of the screen. Customers has more than two, so press Actions and choose what you want to do. The row stays put at the bottom while the list scrolls above it, and it looks like the Ask or tell Bizzly row, with a circled "more" mark, the word Actions, a line under it naming the first actions and a chevron. On a laptop it opens a pane beside the list with a line under each action; on a phone it opens a sheet of them. It holds the ways on from the list:

You see the actions your role allows. Import from a spreadsheet is for roles that may add customers, See all bookings for roles that can look at bookings and See sessions by day for roles that can look at the register.

When HubSpot is connected, an administrator who can add people also finds Pull in HubSpot contacts in Actions, after the others. It is never automatic: you press it when you want the customers you have in HubSpot added to your list. See HubSpot and Your Customers.

Deleting Several People at Once

For clearing out a batch of test entries or a botched import, you do not have to delete people one at a time. This is for administrators only.

1. Press Select people (the list icon at the right of the heading, beside the refresh arrow). Each row turns into a tick box named for the person, such as Select Sam Rivera, and a bar appears at the foot of the screen reading Tick the people to delete.
2. Tick the people. The bar counts them ("3 people selected"). Select all ticks every customer on the page you are looking at, and Clear lets every tick go. People you ticked stay ticked when you turn the page, and the bar counts them all.
3. Press Delete 3 people. A sheet opens that lists everyone you picked, with the people they look after and, for anyone on a plan, a line saying the plan ends, so you can check before anything happens. With one person ticked, the bar's button reads Delete 1 person, and the sheet that opens, and the button on it, read Delete this person.
4. Decide about the confirmation email. Email each person to say it is done, under More options, is off to begin with.
5. Press Delete 3 people on the sheet. Bizzly asks Delete 3 people's data for good? and asks you to type DELETE. Choose Delete 3 people, or Keep their data to stop. For one person the question reads Delete this person's data for good? and the button to confirm reads Delete now.

Changing the search, the segment or the venue lets go of your ticks, so what is ticked always belongs to the list you can see. Press Stop selecting (the same button) to leave select mode.

Deleting is permanent and happens straight away; there is no 30-day option for a batch. People are deleted one after another, and the sheet says how far it has got, with Stop after this person if you need it. For exactly what happens, what is kept and what to expect, see Handling a Customer's Data Deletion Request.

What Your Role Sees

• Administrators see everything on this screen.
• A team member who can look at customers but not change them sees the list without the Add a customer button. A note above the list, under the search and segments, says You can look at your people, but your role cannot add or change them. Ask an administrator.
• A team member without the customers permission sees The list of people is not part of your role. You can still open what your role includes. and an Actions row with only the actions their role allows, such as See all bookings or See sessions by day.

To change what a colleague can see, see Managing Your Team.

If the List Will Not Load

If the list cannot be read, it says Your people could not be loaded. with a Retry button. If only part could be read, the list is shown with the note Some details, such as children and plans, could not be read just now.

Tips

• Add the person before you book or sell to them. Once they are on the list, a booking, a payment link or a recorded past purchase is a couple of presses from their screen.
• Work the No account yet segment now and then. Someone who never claims their account cannot see their own bookings or manage their plan. You can invite them from their screen.
• Use a person's screen as the one answer to "what have they got?" Their plans, packs, bookings and payments are all on one page.

Related Articles

• A Person's Screen - Everything about one customer and what you can do for them
• Importing People From a Spreadsheet - Bring an existing list across in one go
• Sending a Message to One Person - Write to a customer from their screen
• HubSpot and Your Customers - What HubSpot adds to your list
• What You Ask About People - The questions customers answer about themselves and the people they look after
• Searching Your Console - Searching, narrowing lists and paging