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Which options do I have in the customer database?

Jordan Platz
  • Updated
In your Dashboard, go to Customers.

There, you can search for customers or use a filter. You can also add contacts to your customer database to track their activity and contact them with pre-filled details.

You find the following information about your customer in the database: 
 
Customer table displaying headers for name, email, phone, company, and last booking.

Add customers or import contact details

Buttons for adding a new customer or importing contact details.
 
You find the buttons on the right side. 
 

Add new customers

You need the following information to add a new customer: First name, last name, email address, phone number, and date of birth. 
 
Customer form with input fields for first name, last name, email, phone number, and date of birth.

Import contact details

You have to create an Excel file (.CSV, .XLS, or .XLSX) to import contact details. You need the following information from your customer to fill in the list: First name, last name, email address, and phone number.
 
Tip:
Download the template file to have the right file.
 
Interface for importing contact details using a downloadable spreadsheet template.
 
You also have the option to skip rows with invalid data. If you selected a file, you have to upload the file. 
 
Buttons for cancelling, downloading a sample file, and uploading a contact list in the import interface.

 

Search for your customers

Search bar with options to enter customer name or email and apply filters.
Type the name, email address, or other information about your customer in the search box to find the customer. 
 

Filter your customers

With the filter function, you can decide which customers should display. The following filters are possible: 
  • Name
  • Email 
  • Phone
  • Company 
  • Last booking (from - to) 
 
Filter sidebar for refining customer searches by name, email, phone, company, and booking date.
 
After you have used a filter, you can remove the filter while you tick the X in the button with the filter. 
 
Active name filter labeled Test with an option to reset all filters.
Important:
Please remember that you have to remove a filter. The filter won´t disappear automatically.

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