Manage a Customer's Profile

Every student, renter, and owner at your school has a customer profile. It brings their contact details, documents, training, flights, billing, and permissions into one page. Open it from Customers in the sidebar.

Find a customer

1. Open Customers.
2. Type in Search name, email, or category....
3. Use the menu next to the search box to show All Roles or one category, and to pick how the list is sorted under Sort customers: Recently flown, A to Z, Z to A, Inactive first, Recently added, Oldest first, Most flight hours, Fewest flight hours, or Pending approval first. Your sort is remembered.
4. Click a row, or its View button, to open the profile.

The list shows each customer's Name, Phone, Email, and Hours. New sign-ups waiting for approval show Approve and Deny buttons. Sort by Pending approval first to see Approve All. See Approve Sign-Ups and Review Onboarding.

To add someone, click Add Customer.

The top of the profile

The header has Endorsements, Add Card, Email, and an Account menu. Below it are their details, including Category, Flight hours, Flights, Last flight, Revenue, Pilot certificate, and Card on file.

When a customer hasn't flown in more than 15 days, Last flight shows Send email. Click it for a ready-to-edit note inviting them back.

Profile sections

• Documents: medicals, IDs, certificates, and signed policies. See Verify a Document.
• Permissions: what this customer can do, such as book their own flights.
• Onboarding: their onboarding answers and uploads.
• Endorsements, Requirements, and Activities: what's on file and what's missing for the activity types they fly.
• Training: their programs and progress. See Track Training Progress and Transfer Credits.
• Flights: their flights, with hours and instruction.
• Payment Activity: invoices and payments, Paid or Unpaid.
• Balance: their prepaid flight balance. See Manage Prepaid Account Balances.
• Memberships, Packages, and Pricing groups.
• Notes: staff notes. Add one with Account > Add Note.

The Account menu

• Edit Profile: change contact details, date of birth, address, Role (their category), Status, and Brought in by.
• Open Account: opens their dashboard in a new tab so you see what they see. Admins only.
• Request Card: emails a request to save a card on file. Admins only.
• Parent Link: a link for a parent, where you choose what they see.
• Send Document, Send sign-up link, and Send PWD Reset.
• Promote: makes them an instructor too. Admins only.
• Delete: removes them from your school. See Deactivate, Remove, or Restore a Customer or Instructor.

Troubleshooting

• An instructor only sees part of the profile. Without Can View Student Details, instructors see the name, contact details, Documents, Requirements, Activities, and Flights, and can still verify documents.
• Open Account or Promote is missing. Those actions are for admins and office admins.
• Request Card is grayed out. The customer needs an email address on file.