Customers overview

Customers section - list of org customers (people who paid for offers or booked a slot). Customers are added automatically; no "Add customer" button. Access: admins and owners only (Roles and permissions).

Customers page

  • Stats cards: Total customers, Total revenue, Total transactions.
  • Search (e.g. by name, email, ID).
  • Filters - newsletter (All / Yes / No), date range (e.g. last payment).
  • Export CSV (columns, generate file).
  • Table: Customer (avatar + name or email), Total payments, Total amount, Success rate, Last payment (on higher plans also Newsletter), Actions.

Actions

Per customer in Actions: View - customer details (stats, Payments and Subscriptions tabs with tables). Where customers come from and what is on details - Where customers come from and Customer details.

When no organization selected

If no org is selected in the top switcher you see a message to select an organization.

Customers overview | Zevio