Creating & Exporting Customers In Booking & Payments 🎦

Adding a customer can be done by using the button shown below from the customer search, or from the customer selector on the Admin Basket.

The customer creator requires only a first name, last name and email. However if you can collect a phone number as well, that’s even better.

If you add a customer that already has an account on the platform, don’t worry, you won’t create a duplicate - the two accounts will be joined together. Users are unique by their email address. Make sure to correctly enter email addresses - customers will receive an email to ask them to confirm their account.

Here you can export your complete customer list. We will also include some convenience properties like their balance and the number of bookings they’ve made.

Make sure you follow local laws on the use of this data. We will include on the list whether they have opted in to additional marketing.

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Video Guide

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