Every article explains what a feature does, when to use it and how to proceed step by step.
Customers and exports
- The organization’s customer list The Customers page gathers everyone who has booked at least once, with four statistics, the five most frequent customers, search, filters by period, marketing consent and frequency, sorting and a table of nine sortable columns, 50 customers per page. What each number means, how customers are counted, what is masked and who can export.
- A customer’s detail page Customer details shows four statistics, the Customer information box with contact details, consent, first and last reservation, and the Customer bookings table with every reservation made with your organization. How to open it, what each value means and how to move on to the reservation detail.
- Unlock a masked contact Without marketing consent, e-mail addresses and phone numbers appear as Hidden throughout the console and in the complete exports. You can unlock the single detail for operational needs related to the event with the Reveal contact detail window: procedure, validity of the unlock (10 minutes, single use, tied to your session), what is recorded and the errors.
- Export an event’s reservations (CSV and PDF) From the Reservations report you download the reservations of the event in the complete version (Export CSV, Export PDF) or the Privacy version (without e-mail address, phone number, date of birth and platform), always with the active filters. Permissions, name of the file, exact columns of each version, what a Promoter sees and typical uses at the door and in accounting.
- Export the organization’s reservations and customers Reservation management offers Export CSV and Export PDF (the reservations.csv and reservations.pdf files) and the Customers page only Export CSV (the customers-nickname.csv file), always with the filters of the page. Permissions, exact columns of each file, format of the numbers, what is missing compared with the tables and rules for a compliant use of the data.