Customer Profiles

Every customer who books through Resytech gets a profile that aggregates all their interactions with your business.

Profile Fields

Each customer profile includes the following data:

Contact Information

Field	Description
Name	Full name (required, up to 100 characters)
Email addresses	One or more email addresses. The first email is treated as the primary contact address.
Phone number	Phone number with country and country code. Previous phone numbers are also stored for historical matching.
Address	Street, city, state, zip code, and country
Date of birth	Optional demographic field
Company name	Optional, up to 100 characters. Useful for corporate or group bookings.

Source & Attribution

Field	Description
Source	How the customer was acquired: `online` (booked through your website), `dashboard` (created by staff), or a custom value representing the referral channel
External ID	Optional identifier for linking to external systems (e.g., a CRM or POS integration)

Analytics (Computed)

These fields are calculated automatically from the customer's booking and payment history:

Metric	Description
Total bookings	Count of all bookings made by this customer
Total spent	Sum of all payments across bookings
Customer lifetime value	Calculated lifetime revenue metric
Last booking date	Date of the most recent booking
Last contact date	Date of the most recent contact interaction

Organization & Notes

Field	Description
Tags	Free-form labels for segmentation and filtering (e.g., "VIP", "Corporate"). See Segmentation & Tags.
Notes	Internal notes from your team. Not visible to the customer.

Linked Records

Customer profiles are connected to several other entities in Resytech:

Bookings — every booking the customer has made, with status, dates, and payment details
Payments — payment records linked to the customer
Contacts — lead and contact form submissions associated with this customer
Waiver submissions — signed waivers tied to their bookings
Survey submissions — responses to post-booking surveys
POS orders — point-of-sale transactions linked to the customer

Finding Customers

Search for customers from Dashboard > CRM > Customers. The search matches against:

Name
Email addresses
Phone number
External ID

Results are paginated (default 50 per page) and sorted with the most recently created customers first.

Filtering

You can narrow the customer list by:

Source — filter to customers from a specific acquisition channel
Free text search — matches across name, email, phone, and external ID simultaneously

Click on any customer to view and edit their profile. All fields listed under Contact Information and Organization above are editable. Changes to contact information are reflected across all their bookings.

When updating a customer, you can modify:

Name, emails, phone numbers
Address fields
Date of birth, company name
Tags and notes
Source attribution

Deleting Customers

Customers can be removed from the CRM. Deletion should be used carefully as it affects historical booking records. See Delete a Customer for the process and implications.