Customer Management - Revision history

Naya: /* Reservations */

2021-09-10T12:00:29Z

‎Reservations

2021-09-10T11:59:56Z

‎Transactions

2021-09-10T10:02:57Z

‎Create a new customer

2021-09-10T10:02:29Z

‎Search a customer

2021-09-10T10:02:11Z

‎Messages

2021-09-10T10:00:10Z

‎Create a new customer

2021-09-10T09:58:30Z

‎Search a customer

2021-09-10T09:56:53Z

‎Create a new customer

2021-09-10T09:54:32Z

‎Create a new customer

2021-09-10T09:53:30Z

@@ Line 28: / Line 28: @@
 == Reservations ==
-In this tab you can see the reservation history of the customer. If you want to see the details of a reservation click the button ‘'''Reservation'''’.
+In this tab you can see the [[Customer_reservation_history|reservation]] history of the customer. If you want to see the details of a reservation click the button ‘'''Reservation'''’.
 [[File:custres.png|700px|]]

@@ Line 32: / Line 32: @@
 == Transactions ==
-In this tab you can see the transaction history of the customer.
+In this tab you can see the [[Transactions|transaction history]] of the customer.
 [[File:custtran.png|700px|]]

← Older revision		Revision as of 10:02, 10 September 2021
Line 13:		Line 13:

	[[File:Ncust.png\|700px\|]]		[[File:Ncust.png\|700px\|]]
		+

	There, you fill in the form of the customer's '''Basic data''' and you click '''Save'''. Once the customer is saved you can fill in the '''Billing info'''.		There, you fill in the form of the customer's '''Basic data''' and you click '''Save'''. Once the customer is saved you can fill in the '''Billing info'''.

@@ Line 20: / Line 20: @@
 [[File:Ncusts.png|700px|]]
-== Search a customer ==
+== Search for a customer ==
 Go to 'Customers'. Click on the ''''Show filters'''' button.

@@ Line 36: / Line 36: @@
 == Messages ==
 Click the ''''New message'''' button. There, you need to fill in the form.
 '''Type''': Select the type of message (email or text message).
 '''Recipient''': The email or the mobile number of the customer automatically appears here if the email or mobile phone number is entered in basic data. If not, you can still update this information from this screen without needing to go back to basic data info.
 '''Subject''': It appears when you select email. This is the subject of the email.
 '''Message''': The main text of the message.
 And '''Send'''.
 [[File:custmsg.png|700px|]]

@@ Line 12: / Line 12: @@
 '''Note''' : You can also enter a new customer from inside a reservation.
-[[File:Ncust.png|1000px|]]
+[[File:Ncust.png|700px|]]
 There, you fill in the form of the customer's '''Basic data''' and you click '''Save'''. Once the customer is saved you can fill in the '''Billing info'''.

@@ Line 22: / Line 22: @@
 == Search a customer ==
-Go to 'Customers'. Click on the 'Show filters' button.
+Go to 'Customers'. Click on the ''''Show filters'''' button.
 Use the filters to search for a customer by last name, first name, phone, mobile and country of origin.
-Click the 'Filter' button to start the search or click 'Reset' to reset the searching criteria.
+Click the ''''Filter'''' button to start the search or click 'Reset' to reset the searching criteria.
 == Reservations ==

@@ Line 8: / Line 8: @@
 == Create a new customer ==
-Go to 'Customers'. Click on the ''''New customer'''' button.
+Go to '''Options > Customers''' and click on the ''''New customer'''' button.
 '''Note''' : You can also enter a new customer from inside a reservation.
-There you fill the form for the customer's '''Basic data''' and you click '''Save'''. Once the customer is saved you can fill in the '''Billing info'''.
+There, you fill in the form of the customer's '''Basic data''' and you click '''Save'''. Once the customer is saved you can fill in the '''Billing info'''.
 == Search a customer ==