Click any customer in the Customers page to open their Customer Profile.
The profile provides a complete view of the customer's activity, plans, payment methods, and account information.
Profile Header
At the top of every Customer Profile you'll see:
Customer Name (displayed in red if the customer is banned)
Phone Number
Joined Date
Current Account Credit Balance
This information is always visible regardless of which tab you're viewing.
Profile Tabs
The Customer Profile contains five tabs:
Details
View and manage the customer's personal information, including:
Name
Phone Number
Email Address
Joined Date
Internal Notes
Reservations
View the customer's reservation history for the past 12 months.
This includes every reservation they've made, making it easy to review attendance and booking activity.
Plans
View every Plan currently assigned to the customer, including:
Memberships
Leagues
Packs
From this tab you can quickly see which plans the customer belongs to and their current status.
Account Credits
View the customer's complimentary Account Credit balance and complete credit history.
These are account-level credits that can be applied toward eligible reservations.
Cards on File
View the customer's saved payment methods securely stored in Square.
This allows you to confirm whether the customer has a payment method available for future purchases or recurring billing.
Note: On mobile devices, the Account Credits and Cards on File tabs are shortened to Credits and Cards.
Managing Customer Details
The Details tab allows you to update customer information and perform common account actions.
Available actions include:
Download — Export the customer's information to a CSV file.
Edit Name — Update the customer's first or last name.
Edit Email — Change the customer's email address.
Add Notes — Create or edit internal staff notes.
Ban / Unban — Prevent or restore the customer's ability to make online reservations.
Changes are saved immediately and are reflected throughout Birrdi.
Closing the Customer Profile
To return to the Customer Directory:
Click outside the profile panel, or
Click the Close button.
Any changes you've made—including customer details, notes, account credits, or ban status—are saved immediately and reflected in the Customer Directory.