# Customer Profiles (/docs/crm/customer-profiles)



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

Profile Fields [#profile-fields]

Each customer profile includes the following data:

Contact Information [#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 [#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) [#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 [#organization--notes]

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

Linked Records [#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 [#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 [#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

Editing Profiles [#editing-profiles]

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 [#deleting-customers]

Customers can be removed from the CRM. Deletion should be used carefully as it affects historical booking records. See [Delete a Customer](/how-to/customers/delete-a-customer) for the process and implications.

Related How-To Guides [#related-how-to-guides]

* [Create a Customer](/how-to/customers/create-a-customer)
* [Search and Filter Customers](/how-to/customers/search-and-filter-customers)
* [View Customer History](/how-to/customers/view-customer-history)
* [Configure Demographics](/how-to/customers/configure-demographics)
* [Manage Customer Tags](/how-to/customers/manage-customer-tags)
* [Delete a Customer](/how-to/customers/delete-a-customer)