Add Customer to Database

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 […]

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Customer Notes & Warnings

The customer database is easy to manage so that you can keep it up to date with any change of details and relevant information. It will also advise you of any historic payments, invoices and bookings as well as statistics about that customers booking’s over the last 24 months. You can also add notes and alerts […]

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Add/Amend Company

You can save all companies that stay with you in your iBex account. This will provide many benefits: You can register them to a selling group so that they are allocated different rates, extras, terms, and invoicing. This means they can have their own rates. You can provide them with their own booking screen which will […]

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Link Customer to Company

If you already have a company set up in your iBex system you can register multiple customers to be grouped under that company (see the Add/amend a company to my database if necessary). This allows iBex to know that any settings for that company can be applied to that customer (for example, special rates, invoices, […]

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Provide a Company with their own Booking Screen

You can provide any company with their own booking screen which allows them to book direct online without needing to contact you. Their booking screen will show live availability and any prices and rules that you have set for them in their database. Any bookings made will automatically be assigned a unit (if an iBex PMS user) […]

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Using your database

You can export your customer or company database at any time and use any information that you’ve collected for marketing and promotional campaigns. You can also use different options to filter the list you want to export (such as customers who stayed at a specific event/date) and select the information that you want to export (such […]

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