Open **Customers** (or **Customers → All Customers**). You need **Manage Orders**. The page lets you manage customer profiles, portal access, and team ownership.

## Find Customers

Summary counts show customers **With orders**, **With listings**, **In teams**, and **Portal active**. Use **Search** and **Reset**, sort by column headers, and set **Per Page**.

## Add a Customer

Select **Add Customer** and enter **First Name**, **Last Name**, **Email**, and **Phone**. Then choose a **Team**:

- **No team**: a standalone customer.
- **Create team**: start a new team for this customer.
- **Add to existing team**: search existing teams.

If brokerages are enabled, also choose **No brokerage**, **Create brokerage**, or **Add to existing brokerage**.

## Import Customers

Select **Import** to open **Import Customers**: "Upload a CSV, map columns, review a preview, then import."

1. **Upload CSV**. There is no hard row limit, but smaller files import faster.
2. **Map Columns**. Match each CSV column to a customer field, or choose **Do not import**.
3. **Review & Import**. Check the preview, then import. Progress shows **Created**, **Skipped**, and **Failed**, with row-level issues.

## Export Customers

Select **Export** to download customers as CSV.

## Open a Customer Record

Select **Edit** on a row. The record shows **Total Listings**, **Total Orders**, **Credit Balance**, and **Account Balance**, with these tabs:

- **Details**: contact information, team, brokerage, MLS license, website, timezone, social profiles, internal notes, and password reset.
- **Teams**: the teams this customer owns or belongs to.
- **Billing**: order totals and balance controls.
- **Settings**: booking, scheduling review, deposits, AI Enhance, downloads, and restricted photographers.
- **Listings** and **Orders**: everything attached to this customer.

See [Customer Profile Settings](https://help.remediahub.com/hc/help-center/articles/customer-profile-settings).

Use **View As** on a row to see the customer's portal. See [View As a Customer or Team Member](https://help.remediahub.com/hc/help-center/articles/view-as-and-impersonation).

## Related Guides

- [Organize Customers into Teams](https://help.remediahub.com/hc/help-center/articles/customer-teams)
- [Manage Brokerages](https://help.remediahub.com/hc/help-center/articles/manage-brokerages)