Customers
How to register a new customer
Select Create customer when a guest is not already in the directory. The modal captures the minimum needed to start serving them, and it can also provision a login if customer accounts are enabled in General settings.
Select Create customer when a guest is not already in the directory. The modal captures the minimum needed to start serving them, and it can also provision a login if customer accounts are enabled in General settings.
Register a new customer
Select Create customer when a guest is not already in the directory. The modal captures the minimum needed to start serving them, and it can also provision a login if customer accounts are enabled in General settings.
- Enter full name and email. Email is used for confirmations, receipts, and account setup.
- If customer accounts are active, turn on Create customer account to send login details so the guest can manage bookings from their portal.
- After save, the guest appears in the table and can be opened like any other record.
- Guests who book online are created automatically as primary bookers, so you usually only register walk-in or phone customers here.
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.