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How to manage customers on a booking

Learn how to manage a customer when they make a booking with you through Appointedd.

Jubrine Fortuno avatar
Written by Jubrine Fortuno
Updated over a week ago

๐Ÿ”จ How to manage a single customer on a booking

When a booking has been made in Appointedd, you can view and edit the customer details by heading to your Calendar tab, finding the date of the booking and clicking on it.ย 

On the details tab of the booking, you can see the price, date, time and customer. If this booking only has one customer, you can perform actions such as marking a customer status, viewing and editing notes and sending a payment request to the customer.ย 

โš™๏ธ How to manage multiple attendees on a booking

If there are multiple customers however you are best to go to the customers tab of the booking where you can view and make changes to them all at once.ย 

By clicking on the Export button you can also download the attendee information as a csv file.

To manage individual customers on a multi-attendee booking, click on the three dots to the right of the customer details, which will show a list of actions you can take, such as edit customer details, send a message, remove the customer from a booking etc.

If you wish to add a customer to a booking that has additional spaces you can do so by clicking the add customer button within the customers tab.

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