Booking → Customers

• Sort Customer List
• Search Customer
• Customer Pages
• Customer Dashboard
• Customer Notes
• Customer Booking History
• Customer Invoices
• Customer Quotes

Sort Customer List

2. Go to Booking → customers

   

3. Click on Client to sort by name

   

4. Click on Email to sort by email address

   

5. Click on Phone to sort by phone number

   

   2. Click on Happiness Rating to sort by average Happiness Rating

   

Search Customer

3. Go to Booking → Customers

   

4. Click on the search bar located on the top right corner

   

5. Start writing a customer name and possible matches will be displayed

   

6. Click a matching result to open that customer's page

   

Customer Pages

4. Go to Booking → Customers

   

5. Click on a customer's name to open their page

   

Customer Dashboard

4. Go to Booking → Customers

   

5. Click on a customer's name to open their page

   

6. A roundup information about this particular customer is shown

   

7. Like contact information

   

8. Sales indicators such as revenue and bookings

   

9. Quick actions such as Create a booking, Charge a card, Create a Quote or Send an Invoice

   

10. And a Calendar with this customer's Booking History

    

Customer Notes

4. Go to Booking → Customers

   

5. Click on a customer's name to open their page

   

6. Click on Notes

   

7. A list of notes made by the customer or yourself will be shown

   

8. Click on the trashcan icon to delete a note

   

9. Click on "+ add note" link to add a note

   

Customer Booking History

4. Go to Booking → Customers

   

5. Click on a customer's name to open their page

   

6. Click on Booking History

   

7. A list of all past bookings for this customer will be displayed

   

Customer Invoices

4. Go to Booking → Customers

   

5. Click on a customer's name to open their page

   

6. Click on Invoices

   

7. A list of all past Invoices for this customer will be displayed

   

Customer Quotes

4. Go to Booking → Customers

   

5. Click on a customer's name to open their page

   

6. Click on Quotes

   

7. A list of all past Quotes for this customer will be displayed