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Use our range of help guides to learn everything you need to hit the ground running!

Customers

Guides
How do I add a new Customer?
How do I view a Customer file?
How do I view a Customers' past and upcoming Reservations?
How do I view a Customers' paid and unpaid Sales?
How do I edit a Customer?
How do I merge Customer Profiles?
How do I reset a Customers' password?
How do I set a Customers' marketing preferences?
How do I allow my customers to update their marketing preferences?
How do I see which of my Customers have upcoming Birthdays?
How do I send a Birthday message to a Customer?
How do I view, edit, delete, print or email a Customer's Forms?
How do I add a Photo to a Customer file?
How do I add Notes to a Customer file?
How do I add Customer Credit to a Customer?
How do I view a Customers’ Credit Balance?
How do I view/edit my Customers' Passes?
How do I view a Customer's Loyalty Points?
How do I view how much a Customer has spent on Sales?
How do I view the total of a Customers' Reservations?
How do I view a Customers check-in, no-show and cancellation stats?
How do I view/edit my Customers' Gift Cards?
How do I send an email to one Customer?
Where are my Customers' credit card details stored?
How do I store and charge customer credit cards?
How do I email a Sale/send a receipt to a Customer?
How do I send an SMS to one Customer?
How do I view a Customers' history?
How do I view what Products a Customer has purchased?
How do I create a Customer Segment?
How do I tag a Customer as being in a Customer Segment?
How do I filter the Customer list?
How do I export a list of all my Customers?
How do I delete a Customer?
How do I restore an archived Customer?
How do I export a Customer file?
What happens when a New Customer makes a Reservation?
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