The Customer profile page provides:
How to open a customer profile
There are two ways that you can access a customer profile.
Select their email address within the Customer list:
Or within the Bookings tab:
Alternatively, you can select their email address from within any booking.
For example:
Customer profile layout
Please note that the information available on each customer's profile will differ depending on their booking activity.
Example of some available tabs on a customer profile page:
Details tab
This tab contains information about the customer, such as their contact information and booking form responses.
Latest customer details
This section shows the latest details provided by the customer during their most recent booking. For example, their email address, name, and any other booking form fields you have set up:
Other details
Underneath the Latest customer details section is Customer consent information:
You can delete the customer under Customer account by using the Delete customer button:
Known customers
When a customer books on behalf of others, they will show as Known customers under their profile:
In other words, a Known Customer refers to anyone who the lead booker has purchased a ticket for.
The above example shows Phoebe Buffay's profile (as the leading booker), with the other attendees listed under 'Known customers'. This is more commonly shown under a parent’s customer card, which lists any children included in the booking.
Bookings tab
This tab contains information about the customer's bookings, such as any upcoming attendances, their last attendance, the latest booking and any associated passes.
For example:
Passes tab
This section contains the customer's pass information, including any expired or used passes, and you can manage their individual passes.
Groups tab
This tab includes information about any customer groups the customer is a part of.
For example:
Actions you can take:
Assign them to a new customer group using the Assign customer groups button
View the group and remove the customer from a group using the three dots next to the relevant group:
Vouchers tab
This section shows the customer's latest voucher information, such as any purchased vouchers or redeemed vouchers:
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Tags: classpasses, classpass, class, booker