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In the Customers area, you find a central table overview of all your organization’s customer data. From here you create new customers, open customer profiles, review booking and order histories, and manage custom fields. Customer records are created automatically as soon as an order comes in from a new person.

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How does managing customers work?

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Customer overview (table)

The customer list shows all customers in a table with the columns first name, last name, email, company, city, and creation date. You can:
  • Filter by first name, last name, email, company, or city using the search field (results update as you type)
  • Sort the list by clicking column headers (ascending/descending)
  • Create a customer manually via New +
  • Export customer data via Export

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Customer detail page

Click an entry to open the detail page with all the customer’s information:
  • Customer data: All stored information (name, email, address, phone, language, custom fields). Here you can also create customer-specific custom fields that appear on all customer profiles.
  • Bookings: All of the customer’s bookings with a context menu (decline, cancel, delete, resend confirmation). Use + New to create a new booking with prefilled customer data.
  • Orders: All linked orders with a context menu (cancel, change payment status, delete, download PDF, resend confirmation).
  • Agreements: All confirmed legal documents (checkboxes and digital signatures).
Orders with the status “Draft” are still in the customer’s cart or were created manually by an admin and not yet sent. You can send them to the customer via the “Send” action in the context menu.

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Creating customers automatically vs. manually

A customer record is created automatically as soon as an order comes in from an unknown person. Bookings and orders from known customers are assigned automatically. To add customers manually, go to Customers → New +: fill in the required fields, optionally add an address and custom fields, then save.

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When do I use this?

  • You want to view and edit customer information centrally: Open the customer list and navigate to the profile.
  • You need extra fields for your customers (for example customer number, department, allergies): Create custom fields that appear on all profiles.
  • You want to create a booking for an existing customer: Open the customer profile and click + New under Bookings.
  • You want to review a customer’s confirmed legal documents: Open the customer profile and switch to the Agreements tab.
  • You manage business customers with several employees: Use company profiles for central company data.

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Settings & options

Company profiles

Manage business customers as their own records with a central billing address, domain, and member assignment.

Communities

Control who can see and book which resources through memberships.

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FAQ

Yes. As soon as an order comes in from a new, unknown person, anny automatically creates a customer record. Further bookings and orders from the same person are assigned automatically.
Custom fields are individual fields (for example customer number, department) that you create in the customer profile via “New field”. They then appear on all customer profiles in your organization.
Deleted bookings cannot be restored and no email is sent to the customer. If you want to call off the booking, use “Cancel” instead so the customer is informed.
Yes. Via company profiles you can assign customers to a company manually or automatically and manage company data centrally.

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Troubleshooting

Customer records are only created automatically when an order comes in. If the customer has not booked yet, add them manually via New +.
The search filters by first name, last name, email, company, and city. Check the spelling or use the global search in the navigation bar for an account-wide search.
This can happen when bookings come in with different email addresses. Review the profiles and delete the duplicate if needed, after securing the booking history.