Customers
How to booking history, participants, and notes
Booking history lists every reservation linked to the guest. Select a row to load participants for that booking. Click the booking ID when you need the full booking workspace.
Booking history lists every reservation linked to the guest. Select a row to load participants for that booking. Click the booking ID when you need the full booking workspace.
Booking history, participants, and notes
Booking history lists every reservation linked to the guest. Select a row to load participants for that booking. Click the booking ID when you need the full booking workspace.
- History columns include Booking, Date and time, Item, Status, Waivers, Signed with group, Total, Paid, and Due.
- Participants shows Customer ID, Name, Email, Phone, Waiver status, and Booking form for the selected reservation.
- View form or Fill form opens the participant booking-form panel so staff can complete intake without leaving the customer record.
- Internal notes are staff-only. Add a note after special requests, accessibility needs, or VIP instructions so the next shift has the same context.
Tips
- Search by phone when a guest cannot remember which email they used at checkout.
- Keep tags short and consistent (VIP, Birthday, Corporate) so Filters stay useful.
- Turn on customer credit in payment methods before expecting the Credit column to matter.
- Enable customer accounts in General settings if you want Create customer account and password reset to appear.