8.1 Customers

This page is a list of all the details of all the customers that you have in the system. Customers are automatically added to this list when they key in their details in step 4 (customer) of the reservation process.

Where can I find this page?

This page is located under the Contacts category, highlighted in dark blue in the picture below.

How to add a new customer?

You will be able to add a new contact by clicking the blue “Add contact” button on the right corner of your screen, as you may see in the picture shown below.

Step 1

Click on the blue “Add Contact” button. Once you have clicked on the button, it will redirect you to a new page.

new contact

Step 2

Enter all the details of the contact you are adding to the system. You can design the form to add and remove details to suit your company’s needs. You can learn how to do so by following this link here. The link will take you to the form builder article to learn more about the system’s form builder tool.

Step 3

After you have entered all the details correctly, click on the blue “Save” button, highlighted in orange in the picture below to save the changes.

On this page, you can also create, save, and delete filters, view more rows in one page, and also view more details and sort them. You can also export your data into an excel file or import it from one. To learn how to do so, follow these links:

You can learn more about the contacts management from this link here.

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