Whenever you or a customer makes a booking or an enquiry, their details are automatically saved in your database (as long as a minimum of 2 required fields are completed in the booking whether their name, email, telephone number, mobile or address).
The client's database will then be attached to any future booking or enquiry made by the customer as long as 2 of these fields (see above) match.
You can manually add and amend a customer in your database at anytime.
Instructions
- Select New Customer in the Customer, Companies & Agents section of the menu
- Complete the fields as required
- Click Save
TIP
When you add a customer to your database you can always add Notes or an Alert which will then be alerted to you on any bookings that the customer makes and/or link the customer to a company so that any settings for that company will be applied to that customer (such as special rates, terms, etc).