Managing Customers Overview

Updated April 08, 2026 18:33

BookingCentral provides a centralized way to manage, track, and interact with your customers—helping you streamline operations, improve communication, and maintain better control over your bookings.

Every time a booking is created—whether through your online booking widget or directly in the dashboard—a customer record is automatically created and stored in your system. Over time, this allows you to build a complete customer database without any additional manual entry.

Managing your customers is just as important as managing your bookings—especially when your goal is to create repeat customers year after year. BookingCentral offers multiple ways to manage and interact with customers across the platform.

Managing Customers Through the Customers Tab

The Customers tab provides a dedicated place to view and manage your full customer list.

Enable the Customers Tab

To enable this feature:

Navigate to Settings → Orders → Customers
Enable the Customers option

Once enabled, a Customers tab will appear in your main menu.

See it in action:

Actions Available in the Customers Tab

Create New Orders for a Customer

Select New Order from within a customer record
Customer details (name, phone, email, address) will be automatically pre-populated
Any saved payment information will also be available

Add Notes to Customers

Store internal notes such as preferences, history, or special requests
Keep your team informed for future interactions

Report Customer-Related Issues

Document issues such as:
- Damage to rentals
- Missing items
- Other concerns related to the booking or the customer

This helps maintain accountability and provides useful history for future bookings.

Block Customers

Prevent a customer from making future bookings
Add notes to document the reason for the block

Note: Future updates may automatically block bookings based on the customer’s email address.

View Order History

See a complete list of all bookings for the customer
Select any order to view full details

Create and Use Customer Tags

Assign custom tags (e.g., VIP, Repeat Customer)
Use predefined tags available in the system
Helps organize and segment customers for reporting and marketing

Customer Record in Customers tab.png — Customer Record in Customers tab

Track Customers Through Reports

Run a Customer Report

Generate and download a Customers Report from the Reports tab.
Use this report to upload customer data into your preferred email marketing platform
Identify customers who opted in to receive promotions or future communications

Learn about the Customers Report: Customers Report

View Customer Details in Orders & Manifest Reports

The Orders & Manifest Reports displays all bookings within a selected date range
Includes key customer details such as:
- Name
- Email
- Phone number
You can also include custom fields, such as:
- Delivery address
- Number of participants
- Add-ons or special selections