# Customers

> Manage traveler records in Miya Travel. Search customers, view travel history and itineraries, edit billing details with GSTIN validation, and delete safely.

Source: https://miyatravel.com/docs/customers/ (updated 3 November 2026)

Customers are a **premium** feature. Each customer is a standalone record, separate from the lead it came from, so one traveler keeps a single profile even when they enquire again.

## How a customer is created

- Changing a lead to **Quoted** or **Won** creates or links a customer automatically.
- The lead stores the link to that customer. Later itineraries and quotations are attached to the customer, not to the lead itself.
- If a matching customer already exists in your organisation, it is reused. This avoids a new record every time the same traveler moves through your pipeline.
- Customers are private to your organisation. Another agency can never read your customer list.

## Customer list

1. Open **All Customers**.
2. Search by name, email, phone or GSTIN.
3. Filter by assigned agent when that filter is available.
4. Select a row to open the customer profile.

Rows show name, phone, email and city. The list is paginated, so use the pagination controls to move through results.

## Customer profile

The profile has three tabs:

- **Details:** contact and billing information.
- **Travel History:** linked trips and leads with destination, dates, traveler count, status, source and creation date.
- **Itineraries:** quotations and packages associated with the customer.
- **Quotations:** when quotation records are enabled for your account, this view lists only that customer's quotations. See [Quotation records, GST and status](/docs/quotes-and-itineraries/#quotation-records-gst-and-status).

Customer details can include:

- name and phone (required);
- email;
- billing address;
- city, state, pincode and country (country is required);
- GSTIN.

## Edit a customer

1. Open the customer.
2. Select **Edit**.
3. Update contact, billing, location and GST information.
4. Save.

GSTIN is validated against the Indian GSTIN structure when supplied. Email must be valid when supplied.

## Delete a customer

1. Open the customer profile.
2. Select the delete action.
3. Read the warning.
4. Confirm.

Deletion is a soft delete. Deleted customers no longer appear in normal customer lists.

> **Warning:** Do not delete a customer just to correct a field. Use **Edit** instead.

## Open a trip or itinerary

Travel History entries open the underlying lead. The Itineraries tab opens the related itinerary for review, editing, reuse or download depending on your access.

## Frequently asked questions

### How do I find a customer by GST number?
Use the search box on All Customers and enter the GSTIN.

### Why is a customer missing from my list?
It may have been deleted, or filters and search terms may be hiding it. Clear filters and try again.

### How does a customer get created?
Automatically. When you change a lead to **Quoted** or **Won**, Miya Travel creates a customer or links an existing matching one. Use **View customer** from the lead to open it.

### Will the same traveler create duplicate customers?
No. A matching customer in your organisation is reused instead of creating a new record.

### Can I edit or delete a customer?
Yes. Use **Edit** to correct contact, billing or GST details. Delete is a soft delete and should not be used to fix a field.