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

To view a Customers' past and upcoming Reservations, choose Customers > List

Click on the Customers’ name 

This is the Customer file, the Reservation section shows all the Customers' Reservations

Click on the Upcoming tab to view upcoming Reservations

Click on the Past tab to view past Reservations

Click View against the Reservation to open the Reservation window

A new Reservation for this Customer can be created using the New Reservation button

For more information about Reservations, see Reservations

You can view a Customers' past and upcoming Reservations in two places:


1. Via the Customer List

2. Via the Reservation tile on the Booking screen


VIA THE CUSTOMER LIST

Tap Customers then tap the Customer Name

Select Reservations in the Info / Reservations / Sales / Stats toggle to see a list of Reservations


Filter the list using the All / Active / Cancelled toggle to view the following:

AllAll reservations past and future, active or cancelled
ActiveOnly active reservations
CancelledOnly cancelled reservations


VIA THE RESERVATION TILE

Tap directly on the Reservation tile, scroll down to the Customer field and tap on it, then tap View Customer File


Select Reservations from the Info / Reservations / Sales / Stats toggle

Filter the list using the All / Active / Cancelled toggle

You can view a Customers' past and upcoming Reservations in two places:

1. Via the Customer List

2. Via the Reservation tile on the Booking screen


VIA THE CUSTOMER LIST

Tap Customers > customers' name

Tap on the RESERVATIONS tab


Historical and future Reservations for this Customer are separated by month, with future / most recent reservations showing first


VIA THE RESERVATION TILE

Tap Bookings and then on the Reservation tile, scroll down to the Customer field and tap on it


Tap on the RESERVATIONS tab


Historical and future Reservations for this Customer are separated by month, with future / most recent reservations showing first

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