Customers

Overview

Booking Live keeps track of all your customers. The customers area of your admin is where you can manage customers, search and filter your customer list for insights, and more.

From the customers page you can:

Search, Filter and Group Customers

Booking Live includes a search engine which is useful to find a specific customer, even when you don't know their name. It also includes a powerful filtering system, that returns a list of customers that match certain criteria. The filters can found on the left of the Customers page. After you've applied a filter, you can add a customer to a Group within their profile. You can also add tags (labels) allowing you to profile customers.

Tabs on the Customers Screen

There are four tabs on the Customers Screen:

Option Description
Purchaser A list of all Purchasers on the system.
Participant A list of all Participantsa on the system.
Mail Log A log of all Emails sent out to Customers.
Feedback A record of all Feedback provided.

Adding new Customers

To add a new Customer to the system:

  1. Click on the "Actions" menu, in the top-right of the Customers screen.
  2. Choose " Create Customer".
  3. Fill out the relevant details as required.
  4. Click "Confirm".

Advanced settings

Editing Customers

View Customer details and edit parts of a Customer.

Merging Customers

Merge duplicate customer accounts together.

Page last modified: September 20, 2018