The customer profile appears in the bottom left corner of the booking or enquiry.
It is created using the customer's email address, and once added, you can build upon the customer's profile.
Any labels or notes added will stay on a customer’s profile and will be automatically filled in as soon as the customer’s email address is recognised as having made a previous booking.
📌Note: If a customer has added a birthday when making the enquiry, this will also be shown in this section.
Customer labels
Customer labels can be added in Settings. They are a useful way of communicating important customer information to your team, for both internal use and waitstaff on the day of the booking.
📌Note: Any customer labels added will be highlighted in the diary view and will also show up on the run sheet.
Customer Notes
These are similar to labels and will remain on the customer profile for all future enquiries or bookings.
To edit:
Click into the text box and edit accordingly.
Click Save.
📌Note: Any changes made will automatically update in the customer's other bookings.
All Bookings
This section will show any past, upcoming or same-day bookings made under the customer profile.
If SEE ALL is selected, you will be brought to a list of bookings or enquiries within the Enquiries page, where additionally any LOST or CANCELLED bookings or enquiries will be visible.
See more information about booking statuses.