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.
Details of the report can be filtered depending on your need by clicking the filter button (). To download a CSV, XLS or XML file, you can click the download button ().
Please note, this report includes active bookings only and 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 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 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 ...
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 ...
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, ...
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 ...