The Let’s Do This Dashboard provides a view of all your participants, bookers and customers across all of your events. This view enables your team to have a more complete picture of a customer’s history with you, so that you can easily answer their support queries, review their purchases and update their details.
With the Customers view on your Dashboard, you can:
Search for a customer by their first name, last name, email address, booking ID or membership ID
See a consolidate detail view of a customer, including their registration history, membership purchases and emails sent
See which emails they’ve opened and trigger a re-send
August 2025 - improved Customer and Participant Views
We're excited to introduce enhanced customer and participant entry management features. Watch this overview of the new capabilities designed to help you deliver faster, exceptional participant support:
Understanding Your Views
Our platform provides two distinct views for managing participant information, each serving different purposes in your event administration:
🏃♀️ Startlist Entry View
Access detailed information about an individual participant entry.
👩🏻 Customer View
See an overview of your customer's entire participation and transaction history across your events
Startlist Entry View
This view is designed to give you comprehensive details about a specific entry and its associated booking.
To view the Startlist entry, click on the Booking ID (for example, from the event's Startlist or from their Customer Timeline) to pull up the startlist entry view.
1. Left Panel - Participant Details:
Personal information and emergency contacts
Communication opt-in preferences
Responses to custom registration questions
Race-day information (bib number, wave assignment)
Waiver status and requirements
Click on 'Edit details' to make adjustments to their details.
Timeline of their entry history, such as payment processing or status changes.
We're working on adding more comprehensive email history into the timeline. In the meantime, you can access their confirmation and receipt emails via the 'Resent emails' actions in the Modify menu.
2. Right Panel - Booking Information:
Lead booker details (who made the purchase)
All other entries registered in this booking, for example if this entry was made as part of a larger group.
Add-on purchases and payment details
Related bookings (transfers, lottery applications)
3. Modify menu:
Take actions to change the participant's entry, for example:
Resend confirmation or receipt emails
Initiate a refund or transfer
Add a note
Customer Profile View
This view is ideal for understanding a customer's complete relationship with your events and resolving account-related inquiries.
From the Startlist entry page, click on a customer's name to view their Profile:
Alternatively, you can also search for a customer across all your events. From the left navigation, click on Customers and search by name, email or ID:
What you'll find on the Customer Profile View
1. Enhanced Customer Information:
AI-generated summary providing an at-a-glance customer overview
Login method information (Google, email, other authentication)
Account troubleshooting details
Membership details
Credits
2. Bookings & Entries tab:
Chronological list of all bookings and their associated participant entries.
3. Timeline tab:
Chronological view of all customer interactions
Payment processing history
Email communications sent through your platform
Entry modifications and changes
Refunds or credits issued
We're continuing to add details to the Timeline such as historic emails and transfer details.