Skip to content
SeaaBusiness guides

Find and add customers

Use customer records to find booking history and memberships.

Where to go
Customers
Access
Staff with access to this section
Customers brings contact details, booking history, and membership actions together.View full size
Customers brings contact details, booking history, and membership actions together. Demo business. Select the image to enlarge.

Step by step

  1. Open Customers and search by name or email before adding a new record.

  2. For a new contact, choose New customer and enter first name, last name, email, and optional phone.

  3. Save the customer and check the contact details. Use the customer’s actions to view available history or manage memberships.

  4. When creating a booking, use consistent customer details so future records remain easy to find.

Check it worked

The customer appears once in your search with the correct contact details.

Good to know

Creating a contact does not send a team invitation or give the customer dashboard access.

Open in Seaa

Next steps

Create member types and assign membershipsSet member booking windows, discounts, dates, and credit.Add a phone or walk-in bookingKeep reservations from other channels in the same calendar.Help customers use their accountExplain customer sign-in, profile details, and booking access.

Reviewed 18 September 2026. Screenshots use fictional demo data; available actions depend on your role and enabled features.