Customer management
Customer management
1. In a reservation in 'Edit' mode enter the contact information of the individual profile. 2. Now click the 'Associate with person profile ico...
Wed, 4 Dec, 2019 at 2:38 PM
1. In a reservation in 'Edit' mode enter the company name and the contact information. 2. Click the 'Create Company' profile icon after t...
Wed, 4 Dec, 2019 at 2:45 PM
1. Go to 'Customers>Individuals'. 2. Click 'New' to add new customer profile. 3. Fill in fields, no fields are required P...
Thu, 25 Apr, 2024 at 10:35 AM
1. Go to 'Customers>Individuals' or 'Customers>Companies' and select the profile were you want to upload the document, click 'pe...
Tue, 14 May, 2024 at 2:18 PM
1. Go to the Company profile, for example by 'Customers>Companies' search for the company and click to enter the profile. 2. Click 'Contact&...
Thu, 25 Apr, 2024 at 10:36 AM
1. Go to 'Administration>Drop Down Lists' (usually only available for Manager priviledges) and select 'Loyalty Category'. 2. Click ...
Tue, 23 Apr, 2024 at 9:08 AM
1. Go to 'Customers>Individuals' and click the profile you want to create a reservation for. 2. Click 'Create new reservation' ic...
Thu, 25 Apr, 2024 at 10:37 AM
1. Go to 'Customers>Companies'. Here you will see a list of all existing company profiles you can search and filter the list by clicking the f...
Thu, 25 Apr, 2024 at 10:42 AM
For companies 1. Go to 'Customers>Companies', find the company you want to merge to and click the 'pen' icon to edit the profile. 2. ...
Tue, 23 Apr, 2024 at 9:06 AM
1. Go to 'Customers>Companies' or 'Individuals' and enter the profile that you want to create and invoice for. 2. Go to the tab 'Bil...
Wed, 24 Apr, 2024 at 2:22 PM