Customers, members and reviews

01One list, three lenses

Customers is a single list you can narrow to All, Members or Companies. Most customers add themselves through a checkout, a booking or a form, so the list fills without data entry. New customer exists for the ones who walked in. Companies group the people who buy on one account, which is what makes business invoicing readable.

02A member is a customer on a membership

Members are customers holding a membership offering. Open a customer and its Membership section lets you pick the membership package and send a bank consent invite, so they approve the recurring payment from their own bank. The Members lens carries the recurring strip for people with the management view: recurring revenue per month, renewals due in the next seven days, and anything past due with the name of the latest retry.

Member

A customer whose membership is current.

Past due

A membership whose last payment failed. The retry has been sent and the row says since when.

03Reviews are moderated before they publish

New reviews arrive Pending and publish nothing until approved. From Reviews in the Offerings door you can approve, hide or respond to each one, and narrow the list to Pending or Approved. Only approved reviews appear on your profile page, and the star aggregate recomputes the moment a status changes, so hiding a review corrects the rating immediately.