Customer Activity

Customer Activity records the timeline of events associated with a customer profile.

The activity timeline provides a chronological record of interactions between the customer and the business. This allows staff to understand what actions occurred, when they happened, and where they originated.

Activity tracking provides operational transparency across the platform and helps teams understand both customer behavior and system events.

Activity Timeline

Each customer profile includes an Activity section that displays a timeline of events related to that customer.

The timeline records actions such as transactions, bookings, system interactions, and profile updates.

Events appear in chronological order and provide visibility into the customer's full history within the platform.

Activity Types

The stored activity type records who or what originated the event:

• System
• Staff
• Customer
• API
• Webhook
• Integration
• Physical
• Automated

The customer timeline may group these origins into broader display groups, but those display groups are not the stored category values.

Activity Categories

The stored category records the operational subject of the event. Categories include:

• Auth
• Access
• Order
• Payment
• Cart
• Booking
• Enquiry
• Visit
• Scan
• Communication
• Settings
• Configuration
• Data
• Security
• Compliance
• Notification
• Integration
• Report
• Export

These category values allow the platform to record a wide range of operational and system actions. In customer detail views, categories can be mapped into simpler timeline filters such as Customer, Order, Payment, Booking, and Communication.

Activity Details

Each activity record includes metadata describing the event.

Typical information stored with each activity entry includes:

• Timestamp of the event
• Activity type/origin
• Activity category
• Specific action and description
• Related system object

Activity records are permanent and provide a reliable history of actions affecting the customer.

System Transparency

Activity tracking provides a detailed operational record of customer-related actions.

This allows staff to:

• Review customer interactions
• Understand transaction history
• Investigate operational events
• Track system activity related to the customer

The activity timeline functions as an audit-style log of the customer's interactions with the platform.

Example Activity Events

Examples of events that may appear in the activity timeline include:

• A booking created by a customer
• A payment processed for an order
• A staff member updating a customer profile
• An automated system notification
• A notification or automation email being sent, delivered, bounced, or failed
• A report export related to the customer

Each event provides context about the action and when it occurred.