Managing Customers
View customer records, booking history, and add notes
Customer List
Go to Customers in the sidebar to see everyone who has booked with your venue. The list shows each customer’s name, email, total bookings, and last booking date.
Searching & Filtering
- Search — Type a name or email to find a specific customer
- Filter by event type — Show only customers who have booked a particular type of event
- Sort — Click column headers to sort by name, bookings, or last visit
The list is paginated — use the page controls at the bottom to navigate.
Customer Detail Page
Click any customer to see their full profile:
- Contact details — Name, email, and phone number
- Booking history — All past and upcoming bookings with this customer
- Scores — Competition scores across all events
Customer Notes
Add private notes to any customer record. Notes are only visible to your team and are useful for tracking preferences, special requirements, or any relevant information.
- Open the customer detail page
- Type your notes in the Notes field
- Click Save
Notes are saved immediately and visible to all team members.