The Customers section in Baluu allows you to view and manage all of your customer information in one place.
How to Access the Customers Section
From your Dashboard, go to the left-hand menu.
Select People.
Click Customers.
Here you will see a list of all your customers and their details, including:
Name
Email
Phone number
Newsletter status
Source
In the top right corner of the page, you will see several options to manage your customer data.
Add Contacts Manually - Click Add Contacts Manually to create a new customer profile by entering their details directly into Baluu.
Upload Contacts CSV - If you previously used another platform and want to move your customer list to Baluu, you can click Upload Contacts CSV and import your contacts using a CSV file.
More Options - Click More to access additional options:
Export All – Download a CSV file containing all your customer data.
Refresh Data – Update and refresh the customer list.
Viewing a Customer Profile
When you click on a customer’s name in the Customers list, you will be taken to their customer profile.
Here you can view key information about the customer, including:
Email address
Phone number
When they became a customer
Newsletter status
You can also manually enable or disable newsletter subscriptions for that specific customer.
Below the customer details, you will see the Customer Activity section. This area shows the customer’s interactions with your business
Purchases
The first tab is Purchases, where you can see all bookings and purchases made by the customer.
For each purchase you can view:
Event/Product – the service or product they booked
Type – booking type
Status – booking status (e.g., active, cancelled)
Amount – total purchase amount
Refund – refund status if applicable
Purchase date – when the booking was made
If you click on a Purchase ID, you will be taken to the booking details page for that specific booking.
Inside the booking page you will find several tabs that provide more information about the booking.
Booking Details - Shows:
Customer information
Booking ID
Booking confirmation status
Purchase date
Tickets or add-ons purchased
Guests - If the customer added any guests to the booking, you can see their names and details here.
Payments - Displays payment information, including:
Payment status
Amount paid
Any discounts used during the purchase
Sessions - Shows the sessions associated with the booking, which is helpful if the booking includes multiple sessions or dates.
Questions - If you added custom questions or forms to your event during checkout, you will see the customer’s answers here.
Notifications - Displays the emails and notifications sent to the customer related to this booking.
In the top right corner, you have several actions available:
Edit Customer Details – update the customer’s information
Email – send an email directly to the customer
Under More, you can:
Add a guest
Reschedule the booking
Cancel the booking
Issue a refund
Add notes
Resend automated emails
These tools allow you to easily manage both customer information and their bookings directly from the customer profile.
Now let’s go back to the Customer Activity section.
Sessions
In the Sessions tab, you can see all sessions associated with this customer, including the sessions they have booked or attended.
Reviews
In the Reviews tab, you can view all reviews the customer has left for your services or events.
Notes
In the Notes tab, you can see any internal notes that you or your team have added for this customer.