# Customers

Everyone you serve is one customer record. A “member” is a customer with an open plan. There is not a second list.

Your site may say **members**, **clients**, or **customers**. That word comes from [vocabulary](./vocabulary.md). The screen is the same.

## Find or add someone

Admin → **Customers**. Search by name, email, phone, or company. **Show archived customers** if you need an old record.

![Customers list with the add form marked](./assets/admin-customers.webp)

Use **Add a customer** on the right.

![Add a customer form, with markers on the form, invite checkbox, and Add and send invite](./assets/admin-customers-add.webp)

Orange numbers:

1. The add form. Fill name, email, and phone.
2. Tick **Invite them to sign in** if they should use the portal.
3. Press **Add and send invite** (or **Add** if you leave the box unticked).

## Invite someone who is already on the list

Open the person. If they cannot sign in yet, press **Invite to sign in**.

![A customer record with Invite to sign in marked](./assets/admin-customer-invite.webp)

Orange numbers:

1. **Invite to sign in**

## Open a customer

You can:

- Edit **Details** and **Save**
- **Invite to sign in** so they can use the portal
- **Archive** or **Restore**
- Add or remove **Locations**
- See upcoming sessions and attendance, if booking is on
- See their plan, if memberships are on
- See session credits, if packs are on
- Open **New invoice**, if invoices are on

## Session credits on the customer page

If session packs are on, staff can **Update credits** and **Check in / use credit**. That uses one credit without going through the booking screen. Booking a session also uses a credit when packs are on. Details: [Session packs](./session-packs.md).

## Won leads

A lead in **Won** can become a customer. Open the lead and press **Make them a customer**. See [Leads](./leads.md).

## What customers see

If the [customer portal](./customer-portal.md) is on, invited people sign in at `/portal`. They see their own plan, packs, sessions, quotes, and invoices. They never see admin.