Documentation

Main menu -> Customers

Customers / members

Under "Customers" in the menu, you will find everyone who has made a booking with you. These are all your customers. 

Customer registration when booking

Automatic registration

Customer registration takes place when your customer makes a booking on your site for the first time. When the customer books for the first time, a customer profile is created for them, and the password is automatically generated and can be sent to the customer via notification. The username will be the customer's email. You must activate a workflow yourself to send the username and password to the customer. See more about this under "Customer Dashboard" on the documentation page.

Alternatively, you can ask the customer to register at this link:

https://bookingtjeneste.no/registrering-kunde/

Enter customer manually

If you want to add a new customer manually, go to "Customers" in the menu and click "ADD CUSTOMER". Fill in the customers' first name, last name, email, phone number, add a profile picture, gender and date of birth. Remember to click "SAVE".

Exporting and importing customer lists

You can export your customers' data to a CSV file, and this file can be opened in various programs such as Microsoft Excel.

You can import customer lists from a CSV file using the import function. It is important that the layout in the file is exactly the same as the file you get when exporting customers.

Search customer lists

With a functional and searchable toolbar, you can search by customer name, last name, phone number, and email. You can also sort a list by column.

Edit or delete customer

If you want to delete a customer, click on the three dots to the right of the customer and click the "Delete" button.

If you want to edit a customer, click on the three dots to the right of the customer and click the "Edit" button.

You can also delete customers in bulk by selecting customers with the checkbox on the left in the customer list, and clicking the "Delete" button at the bottom right.