Profile & learning progress
Open a customer’s profile to see contact details, language, recorded skill levels and learning progress. Instructor approvals and the next skill level help your team prepare for a conversation with the guest.
At a glance
- Booking and visit history
- A timeline your team can follow
- Permissions and data coverage visible
From the first visit to the next booking, Customer Overview and Customer 360 Analytics provide two perspectives on a guest’s recorded relationship with your school.
Available with the right setup. Customer 360 is live. What a profile shows depends on your enabled modules, source records, staff permissions and identity and consent settings. Missing information stays visible as a gap.
Customer 360 is your team’s view of customers and their history. For what customers themselves see and use, explore Customer Experience & App.
Customer Overview: context for your team
Bookings & payment status
In the Bookings tab, see each booking’s dates, location and status. Clearly distinguish confirmed bookings from drafts, and paid amounts from outstanding balances.
Team notes & check-in
Keep useful context in team notes and check the customer’s check-in status directly in the profile. The note area in this example is still empty; your team can add context when needed.
Customer 360 Analytics: understand the relationship
In the Analytics Workbench, review the customer list for the selected period. The detail panel adds lifetime bookings, confirmed visits and recorded customer value. These lifetime metrics cover a different time range from the filtered list.
The timeline distinguishes confirmed events from derived context. Recommended next actions and a possible follow-up course help your team prepare; staff check suitability and communication permission before acting.
Add website context when you need it
A useful profile starts with booking and operational records. To add interest before booking from an external website, configure the separately priced Connected Journey service with supported tracking, identity and consent. Website Sync itself supplies public content; it does not track visitors. A new website and native booking integration are separate services.
Use the context in your next conversation
Continue the learning journey
Use the customer’s latest booked activity and available session records to suggest a suitable next course or service for your team to discuss with them.
Ask for feedback at the right moment
A confirmed session can prompt a feedback request where communication permissions allow it. The feedback stays linked to the relevant session records.
See when a customer might need a follow-up
Booking history, recent activity and the stage of the customer relationship help your team decide who to follow up with and how.
Spot opportunities to suggest something relevant
A relevant product or remaining capacity can help staff decide what to discuss with a guest. Customer 360 recommendations do not automatically publish offers or send campaigns.
Recommendations are not messages. Customer 360 can suggest a next session, feedback request or retention action. Staff review the context and communication permission. Automated lifecycle campaigns and used-gear emails are not included in this workflow.
Know how complete the profile is
- Confirmed transactions, derived context and recommended actions remain distinguishable.
- Identity, consent, attendance and equipment assignments can have different levels of completeness.
- Unresolved discrepancies and missing reports remain visible.
- Staff see the context allowed by their role. The school keeps its customer relationship and data.
Customer 360 explains the relationship. The Analytics Workbench turns the same connected records into commerce, booking, delivery, team, quality, equipment and exception views for the business.
Frequently asked questions
01Is Customer 360 available?
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Yes. Customer 360 is live. Enabled modules, permissions and recorded source data determine the available views.
02Can it identify every website visitor?
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No. Anonymous or unlinked activity stays anonymous or limited to its source. A customer connection requires supported identity attribution and the appropriate consent or other lawful basis.
03Does it include native reviews or automatic campaigns?
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Customer 360 can connect feedback records where they exist and recommend a follow-up. This does not create a public review system or automatically send rebooking, loyalty or used-gear campaigns.
Next step
See how TIDEFORCE fits your school
We’ll walk through a typical day at your school and discuss the features, setup and costs that matter to you.
We map your real school day first, then show only where TIDEFORCE actually fits.