You are viewing the documentation for an old version of Ovatu (Classic)

Customers

Learn more about Customers in Ovatu

Tutorials

How to manage Customers

Keep all your customer data in one, convenient place. In this OvatuLearn video, we take you through the customer file, which you can use to keep on top of all your customer info and personalise their experience.

Customers

Guides

How do I add a new Customer?

How do I view a Customer file?

How do I view a Customers' past and upcoming Reservations?

How do I view a Customers' paid and unpaid Sales?

How do I edit a Customer?

How do I merge Customer Profiles?

How do I reset a Customers' password?

How do I set a Customers' marketing preferences?

How do I allow my customers to update their marketing preferences?

How do I see which of my Customers have upcoming Birthdays?

How do I send a Birthday message to a Customer?

How do I view, edit, delete, print or email a Customer's Forms?

How do I add a Photo to a Customer file?

How do I add Notes to a Customer file?

How do I add Customer Credit to a Customer?

How do I view a Customers’ Credit Balance?

How do I view/edit my Customers' Passes?

How do I view a Customer's Loyalty Points?

How do I view how much a Customer has spent on Sales?

How do I view the total of a Customers' Reservations?

How do I view a Customers check-in, no-show and cancellation stats?

How do I view/edit my Customers' Gift Cards?

How do I send an email to one Customer?

Where are my Customers' credit card details stored?

How do I store and charge customer credit cards?

How do I email a Sale/send a receipt to a Customer?

How do I send an SMS to one Customer?

How do I view a Customers' history?

How do I view what Products a Customer has purchased?

How do I create a Customer Segment?

How do I tag a Customer as being in a Customer Segment?

How do I filter the Customer list?

How do I export a list of all my Customers?

How do I delete a Customer?

How do I restore an archived Customer?

How do I export a Customer file?

What happens when a New Customer makes a Reservation?