Viewing a customer
Navigate the customer profile – upcoming bookings, services, and the side nav tabs.
The customer profile is the hub for everything about one person: contact details, upcoming bookings, services in progress, immunisation history, vitals, dispense history, staged supply plans, notes, files, and activity.
The layout
- Left panel – the customer's identity, contact details, and Medicare. Most fields are inline-editable – tap to change
- Main panel – Upcoming Bookings and Customer Services (services currently assigned, active, or with outstanding forms)
Tabs
The side nav switches between sections of the record:
| Tab | What's there |
|---|---|
| Profile | Bookings and services, plus the contact panel |
| Immunisations | AIR history, due vaccinations, exemptions, indicators |
| Vitals | Recorded vitals – latest value, trend, and full history per measurement |
| Dispense | The customer's linked dispense record and dispensed scripts |
| Staged Supply | The customer's staged supply plans |
| Notes | Clinical and admin notes |
| Files | Documents, consent forms, ID scans |
| Activity | Audit log – creation, updates, identifier changes |
Notes and Files show a count badge when content is attached.
The Dispense tab appears only when your site has a dispense system connected; until a customer is linked it shows Not linked to dispense. See Connecting your dispense system.
Common actions from here
- Edit details – tap Edit at the top of the profile to open the full edit sheet
- Book for this customer – use the booking action from the customer services section
- Record a vaccination – switch to the Immunisations tab and use the Add control on Due Vaccinations or Immunisation History
- Record vitals – switch to the Vitals tab to add a reading
- Start a staged supply plan – switch to the Staged Supply tab and select Add
- Upload a file – switch to the Files tab
Terminology
"Customer" is used throughout the app, even where another system might say "patient". The record holds clinical data (immunisations, exemptions, consent) but the noun stays "customer" for consistency across booking, clinical, and retail contexts.