Customers
Customer files, companies, points and credit, and importing your existing list.
Screens
How to
- Add a customerSave a new customer, a person or a company, with their contact details, language and preferences, without creating a duplicate.
- Import customers from ExcelBring your existing customer list from an Excel or CSV file in three steps; customers you already have are merged, not doubled.
- Merge duplicate customersJoin two records of the same customer into one, keeping their bookings, travellers, quotations, points, credit and chats.
- Add family travellers to a customerSave the people who travel with a customer, with their passports, once, so every future booking can use them.
- Adjust a customer's points or creditAdd or take away a customer's loyalty points or credit by hand, with a reason and an optional expiry date.
- Invite a customer to the customer appSend a customer the link to their own account, where they see their trips, payments, points and offers, and manage their access.
Understand
- Customers, travellers and companiesThe customer pays, the travellers fly: how people, families and company customers fit together, and why you enter a passport only once.
- Loyalty points and customer creditHow customers earn points for what they pay, what a point is worth, when points and credit expire, and how both pay for later bookings.
Questions and problems
Your next season deserves a better system
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