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 need by clicking the '' filter button. Using the left navigation menu, go to > Reports > scroll down to Customer Notes > select the date range, click View.
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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 ...
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 ...
Manifest - Ability to export customer information from the Diary List page
You can export a CSV, XLS or XML file containing customer details such name, email, mobile, booking ID and custom fields for a specific schedule. Using the left navigation menu, go to > Calendar > click the schedule > click Schedule Manifest Report. ...
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, ...
Customer Login Feature
This article will outline our feature that allows customers to log in to their own individual profiles, which will contain their existing bookings and other useful features. This great feature can be used as a central hub for all of your booking ...