Manually Add a Customer to the System
- Go to Users -> Customers
- Click ‘Add New’
- Enter the Customer’s data
- Click Save Changes.
Link Existing Stripe Customer to a Customer Record If you have an existing customer in your Stripe account that you want to link to a Customer record in your site, do the following: Step 1: Get [...]
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 [...]