How to export customer details
You can export a CSV, XLS or XML file containing all customer details such name, email, mobile, latest booking made on/for and total bookings as for any selected date range. Details of the booking report can be filtered depending on your need by clicking the '' filter button. Using the left navigation menu, go to > Reports > Customer Report > select the date range, click View.
Please note: The download function currently only allows you to export results for the page you are viewing.
Need assistance? Our dedicated support staff are here to help you.
To create a support ticket, click here.
Live chat: Start a live chat with our customer support team by clicking on the '?' button in the lower right corner.
How to export customer notes
You can export a CSV, XLS or XML file containing all customer notes including the date it was added, date it was edited, name, note type and note template as for any selected date range. Details of the booking report can be filtered depending on your ...
How to export your bookings history
Please note: Account set up must be complete and that bookings have been created in the selected date range. Using the reports feature you can export your business's bookings history in CSV, XLS or XML file formats for any select date range. Using ...
How to delete or update customer details
If a customer requests that any of their details be updated, these changes can be made directly to their customer record. Using the left navigation menu, go to > CRM > Customers > press the '...' button > search customer's name by name, email or ...
The Business Details section includes information about your company's basics, including its name, type, logo, website, and any relevant links. Using the left navigation menu, go to > Setup > Business Details to update these information. Websites ...
How to view and export the SMS report
Please note: Account set up must be complete and SMSs must have been sent out in the selected date range. SMS report is a data report for the merchant to view details of SMS being sent out such as date and time, booking ID, mobile number, SMS count, ...