How to edit customer details?

1. From the top of the screen, click on the Bookings & Service button. Then, on the side menu, go to Guests.

2. Search for the customer using their name or e-mail.

3. You can also filter your customers by segment. If you click on the All guests option on the right part of the screen, a list of all your saved segments will appear.

In case you want to create a new one, click on the + Create segment button in the top right corner. A new tab will appear for you to name your new segment and add the tags related to it. Once done, click on the Create segment button below.

4. Once you have found the customer whose details you wish to edit, click on the right arrow on the right in the Actions column.

You can also choose to add this customer to your blacklist by clicking on the warning icon next to it.

5. On the screen, you will be able to see an overview of this client’s information and booking activity. To edit, click on the Edit button at the top right of the screen.

6. A new tab will appear in which you can edit or modify the existing information. Click on the Save button when finished.

While we strive to ensure the accuracy and currency of the information in our knowledgebase, some articles may contain minor discrepancies due to the constant evolution of our services and products.