Manually Add a Customer to the System
- Go to Users -> Customers
- Click ‘Add New’
- Enter the Customer’s data
- Click Save Changes.
Tags – Overview Tags can be used to easily categorize or add notes to a Customer or Team profile. How to add Tags to a Customer You can add tags to a customer by: Go to Customers Click on a [...]
Export Bookings Go to Bookings > Download CSV Using the date fields, choose the time frame of bookings that you would like to download Check off the fields of data that you want to export [...]
Customers must confirm their accounts first in order to sign in to the site. Here’s how it works: We send them a confirmation email to confirm their identity. They click the confirmation [...]