Edit customer details

Keep customer information up-to-date.

Open customer

  • Go to Customers
  • Click on the customer
  • Click Edit
  • What can you edit?

    FieldTip
    ------------
    NameIf misspelled
    EmailFor new address
    PhoneUpdate
    NotesAdd preferences

    Merge duplicates

    Same customer twice in the system?

  • Open one customer
  • Click Merge
  • Select the duplicate
  • Choose which data to keep
  • Confirm
  • Delete customer

  • Open customer
  • Click Delete
  • Confirm
  • Note: This also deletes all booking history.

    GDPR/AVG

    Customers can request their data:

  • Open customer
  • Click Export data
  • Send to customer
  • Or delete at customer's request.