Knowledge Base

Customers

Search for customers by name, email, or phone, then use each row's menu to open a profile or send a quick SMS or email.

Review who is on the Do Not Disturb list and remove people from it when they should start receiving automated messages again.

Work your scheduled customer follow-ups, search for a specific person, and edit or delete a follow-up's date and time.

Use the header at the top of a customer profile to see who they are at a glance and run quick actions like opt-out, follow-up, SMS, and email.

Read a customer's personal info, visit dates, and active credits, and use the Recent Activity filter to focus the timeline by type.

See every recorded activity event for a customer grouped by date, and use the Filter button to narrow the timeline by type.

See every contact list, follow-up list, and tagged list this customer belongs to, and click any list name to open it.

Find the customer's accounts in other markets or potential duplicate profiles, and open any of them with one click.

Add notes and activity logs to a customer, filter what you see, pin important notes, and mark items as needing action or actioned.

View family members, referrals, and connected accounts tied to this customer, and message or open any of their profiles.

Use the five-tab Auto Charges page to review automatic no-show and late-cancel charges and configure the rules behind them.

Review every auto charge in a date range, see totals at a glance, and check details for each booking that was charged.

Review charges where the system tried but the payment was declined, then follow up to update the card and re-run the charge.

Review bookings that should have been charged but were not, then check your rules or run the charge manually if it is still owed.

Investigate auto charge records the system flagged for human review, see why they were flagged, and resolve each one.

Read each auto charge rule and how its product, timing, policies, exclusions, and keyword filters decide which bookings get charged.

Manage banner ads on your branded app home screen — search, filter, reorder by drag, and edit or delete existing banners.

Open the banner form to set a name, scope, link, schedule, and image, then save to publish to your branded app.

Manage spot layouts for your branded app — search for a layout, add a new one, or edit, clone, and delete existing ones.

Build a class spot layout in five steps — Layout Info, Layout Properties, Legend, the room grid with drag-and-drop spots, and Save.

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