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How to check a customer’s booking, attendance, and pass usage history

Learn how to access and understand a customer’s activity from their profile

Anni avatar
Written by Anni
Updated over a week ago

Having a clear overview of a customer’s bookings, attendance, and pass usage helps you provide accurate support and respond to queries with confidence. Accessing this information from the admin dashboard keeps everything organised in one place.

This article explains how to find and understand a customer’s booking, attendance, and pass usage history in Bookwhen.


Accessing a customer profile

  1. Select Customers from the left-hand menu on your account:

    Screenshot of account view with an arrow pointing at the 'Customers' tab on the left-hand dashboard menu

  2. Use the search bar to find the customer by name or email address. You can also add additional filters using the Filter by drop-down and selecting Add.

    Customers tab with a box highlighting the 'Search' field

  3. Select Search to generate the results. The results (if any) will appear in the list below the filtering section.

  4. Once you have found the right customer, select their name or email address to open their profile.


Viewing booking and attendance history

Inside the customer profile, their booking and attendance details appear in the Details tab.

Customer profile with an arrow pointing at the 'Details' tab
  1. Open the Details tab.

  2. In the Summary section, find Total events booked.

  3. Select View attendances:

    Details tab of the customer profile with an arrow pointing at the 'View attendances' hyperlink

This opens a list of all events the customer has booked, including:

  • Past and upcoming events

  • Ticket and booking details

  • Events with multiple attendee spaces, shown separately

Filtered bookings list of the specific customer

You can filter the list, depending on your needs:

  • Use date filters to focus on future bookings only.

  • Remove filters to display all previous and current bookings.

  • Filter by entries, tags or leaders.

💡 Remember to select Search anytime you add any new filters to generate the updated, refined list.


Reviewing pass usage history

To check how a customer has used their passes:

  1. Open the Passes tab in the customer profile:

    Customer profile with an arrow pointing at the 'Passes' tab

  2. Review the list of issued passes to confirm when and how the system applied them to bookings.

This includes:

  • The total number of passes assigned

  • Remaining uses for each pass

  • How many uses have been deducted


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