The customer record: details, history and documents

All your customers are in Customers. The list covers the whole company, not just one venue: the same customer can book at any of your venues.

Find and create customers

• Type in the search box to filter by name, email or phone.
• Click New customer to add one by hand. First name and Email are required; you can also fill in Phone, Sex, ID / NIE / Passport, Date of birth and Notes.

You don't need to create them all by hand: the record is also created or updated when someone signs a document.

What you see in the record

Click a customer to open their record on the right. At the top are their details and two useful fields:

• Account on the website: whether they buy as a guest, have an active account or haven't confirmed their email yet.
• Email offers: whether they have agreed to receive promotions. Email campaigns only reach those who say yes.

Below, the sections with their activity load:

• Linked people: children, partner, relatives or friends. Minors this customer signs for appear automatically; with Add you can include others.
• Bookings and visits: product, date, people and status. Click one to open the booking.
• Till purchases: what they bought, when, with which payment method and the amount.
• Signed documents: each document with its version and whether the copy was sent to them. Click one to open the PDF.
• Passes: their passes, how many uses they have left and when they expire.
• Points club: if you have the club, their balance and transactions or, if they aren't a member, a QR code to invite them to join.

Edit or delete

With permission to manage customers you'll see Edit and Delete at the bottom of the record. Use Notes for anything the team should know, such as an allergy or a preference.