Customers lists the people and organizations your Bookings are for, with their history.
Add or edit a Customer
- Choose ＋ Add customer, or Edit customer in the row menu.
- Enter the first and last name. Email, phone and notes are optional.
- Save. You can also add a Customer while creating a Booking.
A Customer’s details
Open a Customer to see their total Bookings and booked value, Bookings in progress and upcoming, their history, contact details and internal notes. ＋ New booking starts a Booking for them.
Good to know
- Search matches first name, last name, email or phone.
- The booked value counts Confirmed, In progress and Completed Bookings, tax included.
- Owners and Managers manage Customers. The list is shared by the company, but a Manager’s figures count only their own Locations.
- Staff can find and add Customers when creating a Booking, without the Customers list.