Customers
How to refunds, blocking, removal, and new bookings
Profile actions cover the common follow-up work that starts from a guest, not from the Payments table.
Profile actions cover the common follow-up work that starts from a guest, not from the Payments table.
Refunds, blocking, removal, and new bookings
Profile actions cover the common follow-up work that starts from a guest, not from the Payments table.
- Refund opens Issue refund. Choose an amount, method, and reason, then confirm. Use this when the guest is on the phone and you need to refund from their record instead of searching Payments first.
- New booking starts a reservation with this customer already selected.
- Block customer flags the profile so staff can refuse or review future bookings. Unblock customer clears the flag.
- Remove deletes the directory record. Use this only when the profile should not remain in the CRM.
Tips
- Search by phone when a guest cannot remember which email they used at checkout.
- Keep tags short and consistent (VIP, Birthday, Corporate) so Filters stay useful.
- Turn on customer credit in payment methods before expecting the Credit column to matter.
- Enable customer accounts in General settings if you want Create customer account and password reset to appear.