Customers and customer lists

👥 All Customers

You can access the Customers tab from the main sidebar. This view provides a detailed overview of all registered or manually created customers across all venues in your company.

Information Available for Each Customer:

You can search for customers using the search field at the top of the table.

🔎 Filters and lists

1. Open the filters control next to the search field.
2. Optionally choose a customer list. The table then shows only customers who belong to that list (dynamic lists use their current membership).
3. Pagination shows the total number of customers matching your search and filters (not only the rows on the current page).

Customer lists you create under Customer lists can therefore be used both for campaigns and as a quick filter on the main Customers table.

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➕ Creating a Customer

If a customer does not exist in the system, you can manually add them.

Steps to Create a Customer:

1. Go to Customers → click Create customer
2. Fill in the following fields:
   • First name (required)
   • Last name (required)
   • Email address (required)
   • Phone number (optional)
3. Click Create

💡 If the email is linked to an existing Thril user, it will automatically associate that account with your venue.

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📋 Customer Lists

Customer Lists are part of the Marketing toolkit in Thril and are accessible via the Customer lists section in the sidebar.

Lists allow you to:

• Group customers dynamically based on criteria
• Export lists for campaigns
• Sync participants for announcements

Types of Lists

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⚙️ Creating and Editing Lists

To create a list:

1. Go to Customer lists → click Create list

2. Set:

   • List name
   • Description
   • List type: Dynamic or Static
   • Include customers from venues: optionally limit the list to customers from one or more specific venues (leave empty to include all venues)

3. Add filters for dynamic lists:

   • Example:
     • Group 1: Email marketing consent = Accepted
     • OR
     • Group 2: Number of reservations > 0

   Customer since and Customer imported at support absolute date comparisons:

   • Is equal to / Is not equal to — match an exact date
   • Is greater than / Is greater than or equal to — filter by a date after a given point
   • Is less than / Is less than or equal to — filter by a date before a given point

   Last reservation date supports relative date filtering:

   • Is more than X days ago — e.g. customers inactive for over 90 days
   • Is less than X days ago — e.g. customers who made a reservation in the last 30 days
   • Is before / Is after — filter by an absolute date
   • Is between — filter by a date range

4. Preview results on the right side

5. Click Next, review participants, and Save list

You can always edit filters or change the name/description later.

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👀 Viewing List Participants

From the Customer Lists tab:

• Click on a list to open its Details
• Navigate to Participants tab
• You’ll see the list of customers who currently match the filters (for dynamic lists) or who were added (for static lists)

Each participant shows:

• Name
• Email
• Phone
• Date added

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📤 Importing Customers

You can import customers using the Import CSV button in the All Customers view. During import you will be asked to select an import source — choose the one that matches where your customer data comes from:

Duplicate email addresses will update existing customer records rather than create duplicates.

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💰 Customer Credits

To see a customer's current credit balance, open their profile. The Details tab shows the total available credits under Available credits. If any of their credits have an expiration date, an itemized list appears below the total — each line shows the amount and the date it expires, so you can easily spot batches that are running out soon.

For the full credit transaction history and to manually add or subtract credits, open the Credits tab. See Credits for instructions on granting credits and setting expiration dates.

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💳 Customer Payments

To view all payments made by a customer, open their profile and navigate to the Payments tab. This shows a complete payment history across all purchases — reservations, events, shop products, and more.

What you can see

Each row shows:

• Items — what the payment was for
• Total price incl. tax
• Payment method — the payment provider used
• Creation time — when the payment was initiated
• Status — current payment status (succeeded, pending, refunded, etc.)

Use the filter button to narrow the list by creation date, succeeded date, or payment status.

Actions

For each payment you can:

• Complete payment — available when a payment is in requires-action status. Opens a dialog where you choose how the payment was settled: cash, card, sports benefit, or invoice. Choose "Payment waived" if you want to mark it as not collected without recording a payment method.
• Refund — initiate a refund for succeeded payments that have not yet been fully refunded
• Copy payment ID — copy the internal payment ID to the clipboard, useful for support or reconciliation

⚠️ A customer with a payment in requires-action status is blocked from making new reservations and cannot attend events or activities on Thril until the payment is resolved. Use Complete payment to unblock them.

Refund is only available for succeeded payments that have not been fully refunded.

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✅ Use Cases

• Build a list of active customers (e.g., with ≥1 reservation)
• Group people with email marketing consent
• Create loyalty segments based on lifetime value
• Prepare audience lists for upcoming event invitations