Customer Records

The customer record area is basically your stored address book.  A new customer record is created at the time of booking, either by yourself (telephone/virtual terminal) or the customer (online). Or, you can create a customer record independently of an actual booking by clicking on the New Customer button.

The email address is the primary identifier of the customer record. If you amend any aspect of the customer’s contact details within a past, present or future booking, it will be updating the customer record stored and update all other bookings with customer details. 

Some of the things you can do whilst you are here:

Export to CSV – A quick way of exporting all your customer records into an excel spread sheet.

View Bookings – Click on the customer and then the ‘bookings’ button and this will take you to the bookings list and show you all the bookings that person has made.

Change Details – Here you can update your customer record and assign the customer to any Customer Lists you might be using.

Make Bookings – By clicking on the customer you’ve found and then the ‘make booking’ button, you will drop straight into the New Booking page to continue with making a booking for that customer.

Brochure Request – If you click on your customer first and then click on the brochure request button, this will add this person to your brochure request list. To view the list and print a brochure request letter (you can create a template within your emails) go to Reports > Marketing > Brochure Request. This is a simple way to track when a brochure is requested and when you got the chance to send the brochure out to the customer by post.

Delete – If you delete the customer record, any bookings will remain in the system.

Reset Password – This will send the customer a new password to the email address assigned to that customer.

Statement – By clicking on the customer and then the statement button, this will create a PDF summary of all the bookings the customer has had during the date range you have selected.

Merge Customer – If you find two records with the same email address, you can click on one (to make it the primary record) and merge them together. Read more here. 

customer-records

If you have set-up Customer Lists and assigned particular customers to them, the relevant coloured markers will appear against them in your customer records list.

You can also filter out particular Customer Lists in your Customer Records view, as below.

Customer Search: exact match

You can search for a customer surname as an exact match by ticking the box ‘exact match’. So now if you want to find a Mr Worth you won’t need to plough through a list of Mr Wordsworths, Mr Farnsworths and Mr Wandsworths to find him.

Hope this helps you all out!

Wendy

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