Customer profiles
The Customers list at /business/:id/customers shows every contact in a single table. Each row is a customer profile, and the dashboard gives you several ways to explore your contacts.
The customer list
Section titled “The customer list”The main table shows the following columns for each customer:
| Column | Description |
|---|---|
| Name | First name and last name. |
| Contact | Email address and phone number. |
| Visits | Total number of recorded visits or interactions. |
| Total spend | Cumulative spend in your business currency. |
| Segment | Automatic classification: VIP, Regular, Occasional, or New. |
| Churn risk | Predicted likelihood of becoming inactive: High, Medium, or Low. |
| Last seen | Date of the most recent recorded interaction. |
| Sources | Where the contact originated — for example, TheFork, Square POS, or a form submission. |
Note Customer records use separate First name and Last name fields. There is no single combined name field.
Filtering the list
Section titled “Filtering the list”Click Search to find customers by name, email, or phone. Click Filters to narrow by:
- Customer segment — VIP, Regular, Occasional, or New.
- Source — the source that created the contact.
- Churn risk — High, Medium, or Low.
- Minimum spend and maximum spend — filter by lifetime value.
- Minimum visits — find your most active customers.
Active filters appear as removable badges. Click Clear to reset all filters at once.
Marketing contacts view
Section titled “Marketing contacts view”The Users tab in the Customers section shows contacts as they appear in your marketing automations — with their synced traits and segment memberships. This view is useful for verifying that a contact has synced correctly and checking which traits are on file.
Search in this tab filters the contacts shown on the current page by name, email, or any trait value. If you have more contacts than fit on one page, advance to the next page to search there.
Note Search in the Users tab is page-scoped. It filters the 50 contacts loaded on screen, not the full list. Navigate between pages to search across all contacts.
Traits
Section titled “Traits”The Traits tab lists the custom properties defined for your business. Traits are key-value attributes attached to contacts — for example, plan, city, or joinedAt. You can add a new trait or delete an existing one from this tab.
Traits you create here become available as conditions when building segments.
Events
Section titled “Events”The Events tab shows a time-ordered activity feed of your form events — every form submission your business receives. Use the date range fields to narrow to a specific period, and click the expand arrow on any event to see its full detail payload.
Tip The event feed loads up to 500 recent events. Use the date filter to focus on a specific window if you need to trace a specific interaction.
Subscription groups
Section titled “Subscription groups”The Subscription Groups tab shows the communication preferences groups defined for your workspace — such as “Weekly newsletter” or “Promotional offers.” You can view which groups exist and their channel (Email, SMS, or Push).
These groups are what customers opt in and out of, and they can be used as the basis for segments.