View your customer profile
A customer profile is automatically created for anyone who makes a booking online or when you add an email address to a manual booking.
You can find and use the customer profile by following the steps below:
Click Diary and select a booking.
Click View Booking.
Your customer profile is on the left. You can now:
Add customer labels.
View their marketing preferences.
Edit their preferences.
Add customer notes.
View their total bookings, including upcoming bookings.
If you make any changes, click Save.
View and download your customer database
⚠️Important: To view and download your customer database, you need to have user permissions to view and download customers and have access to all sites.
You can find and use the customer database by following the steps below:
Click the Customers tab.
If you don't see the Customers tab, please ask your key user to review your permissions.
To search for a specific profile, use the search bar.
To find specific data, use the filters.
To download the data, click Download for anything under 1000 or Email for anything over 1000.
📌Note: The report is sent to the email address you're logged in with and is addressed from Collins Robot with the subject Download Report. Please make sure you whitelist [email protected].
🤓Tip: Once you have the list of customers, you can use a third-party app to email your customers for offers or promotions. So far, this is not possible directly from the system.