The system keeps tracks of all customer information from a booking. You can see a list of your customers through the system by enabling the Customers tab.
Enabling the Customer List
- Go to Settings tab
- Select Orders
- Select the Customer Fields tab
- Check the box, "Show Customers in the main menu"
- Save the page
This will create a new tab for Customers. Select to view.
What actions can you take using the Customers tab?
From the customer list, you can:
- Search for a customer using name, email or phone
- Add new customers
- Select a customer record to view orders and customer details.
When you select a customer record, you'll be able to
- Add notes and edit contact information as needed
- Select the Order History tab to see all the bookings (past and future) for this customer
- Select New Order at the bottom of the page to create a new booking for the customer
Customer Overview:
Customer Order History: