Your customers

The Customers tab is your studio’s contact directory — one place to keep everyone who plays, records, and rehearses with you. You register your people, mark who’s on a monthly plan, and, when it makes sense, create a FindMyGig account so they can access their own dashboard. Simple as that: name, phone, email, and we organize the rest.

Register a customer

Click New contact (the button with the + at the top). A small modal opens with three fields:

• Name — required. This is how the customer shows up in your list (e.g., “João from the band”).
• Phone / WhatsApp — optional.
• Email — optional.

Only the name is required. If you leave phone and email blank, that’s fine — you can fill them in later. Click Save customer and you’re done.

The customer is yours, local to the studio

Registering a contact does not create a FindMyGig user. They stay only in your studio’s directory. The customer only gets a login if you promote them later (more below).

Names can’t repeat

You can’t have two contacts with the same name in the same studio. If you see the duplicate-name warning, it’s because that contact already exists in your list.

Bring your whole customer list in at once (import)

If your customer list already lives in a spreadsheet, a typed-up notebook, or an export from another system, you don’t have to type it in one by one. Click Import my customers — at the top of the tab, or on the big button that shows up while your list is still empty.

Three steps:

1. Download the template — a .csv with three columns: nome, telefone, email. Opens in Excel, Google Sheets, whatever you use.
2. Fill it in and upload — .csv and .xlsx both work. Only the name is required; phone and email can be blank.
3. Review and import — before anything is written, you see exactly what will happen.

The review step is the point

You almost always import after weeks of typing walk-ins by hand, so your file and your list overlap. Instead of importing blind and ending up with the same person twice, the screen shows you three numbers:

Bucket	What it is	What happens
new	Nobody similar in your list	Becomes a new card
already exist	Matched the phone or the email of someone you already have	No new card. We only fill in a phone or email that was blank — never overwriting what you already had
review	The name looks alike, but the phone doesn’t match	Left out unless you tick it. You decide

The review bucket exists because a name identifies nobody: in a real base, one card named “Andre” resembled four different customers. Only tick the ones you’re sure are new people.

Rows with no name, or the same person repeated inside your own file, are left out and the system tells you how many.

Possible duplicates: merging the same person

Click Duplicates at the top of the tab. The system sweeps your whole list and shows the pairs that look like the same person — and, above all, why it thinks so:

• same phone or same email — that identifies a person. Shown in green.
• same name or only the first name matches — that only suggests. Shown in amber, with the warning “could be different people, check first”.

You pick which card stays, by clicking Keep this one. The other is deactivated (it never leaves the history), and the bookings, the bar tabs and the totals all move to the one you kept. The average ticket is recomputed from the new total.

There’s no undo

Merging two cards fuses both histories. On an amber pair (only the name matches), check the phone first — if they really are two people, there’s no separating them afterwards.

Find and organize the list

• The search bar filters the list by name. It doesn’t find contacts by phone or email — so always search by the contact’s name.
• The Show inactive checkbox brings back the records you’ve deactivated, so you can view or reactivate them.

Each customer shows up in a card with their name, phone, and email. If they have neither, it shows “No contact info”. The card can also display tags:

Tag	What it means
inactive	The record was deactivated (it disappears from the list, but the history stays).
Monthly 4x	The customer has an active rehearsal package (the number is how many rehearsals it covers).
FMG account	The customer has a FindMyGig account (promoted by you, or recognized when they booked through your page).

The filters above the list are for finding a whole group at once: Monthly, With FMG account, Gone 6m+, No activity, and No contact.

No contact is the most useful one for a clean-up: those are the cards with no phone and no email. There’s no way to spot a duplicate of them, no way to link them to an account, and no way to message them — so they never resolve on their own. Worth sitting down once and filling them in.

Edit a customer

Click the edit icon on the card. It opens the same modal with the three fields (name is still required). Adjust what you need and click Save changes.

Monthly plan: sell a rehearsal package

If you have a band that rehearses all the time, you can sell a package of rehearsals instead of charging hour by hour. On the customer’s card, click Activate monthly plan and fill in two things: how many rehearsals the package covers and what the package costs. The app does the math for you (≈ R$ 141.00 per rehearsal) so you can check the discount.

One choice matters: is the package the person’s or a band’s? If the band is who rehearses, build it on the band — then it applies to that band’s rehearsals no matter which member booked them. A personal package does not cover band rehearsals.

Once activated, the card shows the Monthly 4x tag and the activate button disappears (there’s already a package, after all).

The count moves per rehearsal played, not per calendar month — the full detail is in Monthly plans.

Monthly plan is a paid-plan feature

Monthly-plan billing is available from the Indie plan and up. If your plan doesn’t include it, the button appears with a lock and an invitation to upgrade. See everything in Plans and pricing.

Promote: create a FindMyGig account for the customer

Want the customer to access their own dashboard? Click Promote on the card. The Promote to FMG user modal opens, pre-filled with the email and phone you registered.

To create the account, email and phone are required (even though they were optional at registration). The email has to be valid. Click Create FMG account and you’re done — the account is created.

How the customer logs in later

The account is created without a password. The customer sets their own password through the “forgot my password” (password recovery) flow using the registered email. There’s no invite link or automatic email sent here — you’re the one who lets the customer know.

• If the customer already has an FMG account, the system lets you know and won’t create a duplicate.
• If the email already belongs to someone on FindMyGig, the account is linked to that person — it doesn’t become a duplicate account.
• Old bookings stay tied to the customer, even after promoting.

When the customer books through your page on their own

Some customers have been in your directory for months and then one day book through your page, using their own FindMyGig account. That used to show up as two loose things: a card with no bookings, and a booking with no card.

Now, when the phone or the email on their account matches one of your cards, the system links the two on its own. The card starts showing the FMG account tag, and the bookings they made through your page start counting on their card — history, last visit and spend, all together.

Two things it deliberately does not do:

• It never creates a card for a customer you never registered. Someone who books through the site is a user of the platform, not a contact of your studio.
• It never ties the person to you. They stay free to rehearse at any other studio, and the rehearsals they do elsewhere don’t enter your history — only the ones in your rooms.

A similar name never links anything: phone or email only. And if two of your cards match the same person, it links neither — resolve the duplicate under Duplicates first, and it will link on the next booking.

Deactivate, reactivate, and delete

There are three ways to handle a record — and the difference matters:

Deactivate record (the most common)

This is the soft-delete that respects privacy (LGPD). The customer disappears from the list, but the history stays intact. Click Deactivate record, confirm with Yes, deactivate, and they leave the list. To see them again, check Show inactive.

Reactivate

On an inactive customer’s card, the only button is Reactivate. One click and they’re back in the active list, with their history exactly as it was.

Delete (removes for good)

The trash icon deletes the customer permanently. This can’t be undone. Confirm with Yes, delete.

You can’t delete a customer with history

If the customer already has a booking or a plan, the system blocks the deletion and warns: “This customer has history — deactivate instead of deleting.” In those cases, use Deactivate record — the history stays preserved.

Walk-ins become customers on their own

When you close a booking on the spot (a walk-in), the customer is added automatically to your Customers directory. And if you use the same name again, the system reuses the card that already exists instead of creating a duplicate — and it even fills in the phone or email that were missing, without erasing what was already there. That’s why the customers in your directory also show up in search when you’re setting up a walk-in.

A name on the bar tab doesn’t become a customer

When you add people to the bar tab to split the bill, that’s just the split for that rehearsal — the screen only asks for a name, no phone and no email. Those names do not become customer cards. If you want someone in your directory, register them under New contact (or bring them in through the import) with full contact details.

Related

• Monthly plans
• Plans and pricing
• Using the calendar
• Studio reports