New booking system customer database (CRM)

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To make it easier to manage customers and reuse existing customer details for new reservations, we have added a customer database and a customer lookup feature.

The customer database is accessible from the Frontdesk menu. Click on the Customers link to view all customers in the database.

Customer Search
Customer Search

At the top of the screen, you’ll find a search box. You can use the search box to search for firstname, lastname, email address and phone number. Click on a customer to view customer details as well as a list of all reservations made by the customer. The customer screen looks similar to the screen shot below.

Customer Details Screen
Customer Details Screen

On the customer details page, you can add additional information about the customer, including birthday, anniversary date and notes. The customer notes are only visible in the reservation system.

Below the customer information is the reservation history and you can create a new reservation for the customer by clicking the New Reservation button.

You can also look up existing customers directly from the reservation screen. To look up a customer, click the lookup button next the first name field. The customer lookup screen allows you to search through customers and select an existing customer.

Customer Lookup
Customer Lookup

The customer database feature is available starting October 4th, 2010.

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