How To - Viewing Customer Information
The Customer Information box displays all customer information saved in the system, including all current and past reservations, site/brand visits, no-shows, total spend, average spend and any customer notes that have been made.
The Customer Information box is only available if a phone number or an email address has been recorded for the customer.
To view all saved customer details:
- Select the customer in the Wait List tab or the Reservations tab. The customer’s booking details are displayed:
- Select the Information button. The customer’s Information box is displayed.
- If you make any modifications to the guest’s details, select Update to save your changes.
If a deposit has been taken, the amount will be displayed, highlighted in a yellow box as shown above. If a deposit or payment is outstanding this will also be displayed along with the due date:
The confirmation code, menu and active special offers are also displayed on this window.
