Managing customers (19)

Linking reservations to client / customer records

Created by Doug Stoddart, Modified on Wed, 18 Nov, 2020 at 3:41 PM by Doug Stoddart
Postcode Lookup with Loqate

Created by Doug Stoddart, Modified on Wed, 6 Apr, 2022 at 1:31 PM by Jorrit at BRM
GDPR and BRM (European Union)

Created by Jorrit at BRM, Modified on Wed, 3 Apr, 2024 at 3:24 PM by Jeremy at BRM
Using a Customer (from list panel) to create a new Reservation

Created by Doug Stoddart, Modified on Wed, 3 Jun, 2020 at 11:07 PM by Doug Stoddart
Swap customer

Created by support team, Modified on Mon, 26 May, 2025 at 2:14 PM by Doug Stoddart
Keeping an internal note on a customer

Created by Emily Campbell, Modified on Wed, 29 Jul at 3:02 PM by Emily Campbell
Marking a customer as VIP or Blacklisted

Created by Emily Campbell, Modified on Wed, 29 Jul at 3:06 PM by Emily Campbell
VIP and Blacklisted customer markers

Created by Emily Campbell, Modified on Fri, 14 Aug at 9:07 AM by Emily Campbell
Merging duplicate customer records

Created by Emily Campbell, Modified on Thu, 20 Aug at 12:20 PM by Emily Campbell