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How to add, edit and delete a client in my member list

Youri Teijema
Edited:

Keeping your membership list up to date has many advantages. Read how below you do this and why this is so important.

Add a customer to your member list

You can add a customer like this:

Via your member list By creating a reservation
  1. Go to Icon Guests > Guest list.
  2. Click on the plus on the left.
  3. Fill in the customer's details. Email, first name and last name are always required.
  4. Click on Save.

You can also add a new customer via your member list by clicking the plus at the top left.

When you create a reservation, you can also link it directly to a customer record. This can be an existing customer file or you can directly add one here

  1. Click on the magnifying glass.
  2. Fill in the customer's details. Email, first name and last name are always required.
  3. Click on Save.

You can also click on the envelope at person. Then you can also fill in the e-mail address and first and last name and thus create a customer file (only for Tables).

Keeping your membership list up to date provides many benefits:

  • You can then easily select the customer from your customer base for future reservations. 
  • The customer gets automatic communication at the time of booking.
  • After the appointment, the customer receives the opportunity to provide feedback. 
  • you can a register no-show or late cancellation on the customer's profile. This information will then automatically come forward come with future reservations.
  • You build a history on of the customer and so you can provide a much more personal service.
  • You have more contacts for newsletters to send out.

Edit or delete a customer

You can edit a customer via your member list Icon Guests > Guest list or when you have opened the customer file. You then click on the Icon pencil and then can you adjust this.

You can remove a customer via your member list Icon Guests > Guest list. Click on the Icon trash can next to the chip. 

Do you want to change something specific, Be sure to check out the troubleshoot page. 

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