> For the complete documentation index, see [llms.txt](https://codico-dispatch.gitbook.io/documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://codico-dispatch.gitbook.io/documentation/people-and-companies/customers.md). # Customers Manage customer accounts, their notifications, billing details and roles. **Customers** are the passengers and business clients who have an account in your system. Customers use their account in the passenger profile, and you can add customers yourself. Open the list with **People & Companies → Customers**. ## The customers list The list shows each customer's **ID**, avatar, **Company**, **Email**, number of **Bookings** and the date they **Registered**. Filter the list by text (**Search**), by **User ID** or by registration period. **Add new** creates a customer and **Export** exports the customer list. ## The customer profile Click **Edit** in a customer's row to open the profile. | Block | What it contains | | ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **General** | First and last name, email, photo, language, currency and up to two phone numbers. | | **Notifications** | Which emails the customer receives: *New booking*, *Booking accepted for processing*, *Payment received*, *Booking update*, *Cancellation*, *Trip finished*, *Trip reminder*, *Invoice sent* and *Review reply*. | | **Billing Info** | Company name, VAT and company numbers, tax number, address and contact for invoices. | | **Password** | Set a new password. Tick **Email new password to user** to send it to the customer. | | **Payment** | Saved payment information, if there is any. | | **Affiliation** | Turns the customer into an [affiliate](/documentation/people-and-companies/affiliates.md). | | **Partnership** | Turns the customer into a [referral partner](/documentation/people-and-companies/partners.md). | {% hint style="info" %} Customers can see their bookings, invoices and profile in the passenger profile. Try the [passenger profile demo](https://demo.codico.io/my/#/login). {% endhint %} ## Watch the video {% embed url="" %} Customer Profile — General overview of the client dashboard {% endembed %} Read more about [booking channels](https://codico.io/taxi-dispatch-software/booking-channels/) and [payments](https://codico.io/taxi-dispatch-software/payments/) on the CodiCo website. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://codico-dispatch.gitbook.io/documentation/people-and-companies/customers.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.