Customers
How to search, sort, filter, and export
Use Search for a single guest, then open Filters when you need a segment. Filters persist for the Customers section so the next visit can resume the same view. Export uses the current filters and selected rows.
Use Search for a single guest, then open Filters when you need a segment. Filters persist for the Customers section so the next visit can resume the same view. Export uses the current filters and selected rows.
Search, sort, filter, and export
Use Search for a single guest, then open Filters when you need a segment. Filters persist for the Customers section so the next visit can resume the same view. Export uses the current filters and selected rows.
- Sort by name, last visit, or total bookings, ascending or descending.
- Tag filter narrows to one label such as VIP, Birthday, or a membership tag.
- Membership filter is available when the memberships program is active.
- Marketing opt-in filter shows all guests or only guests who opted in to marketing emails.
- Last visit start/end and total bookings min/max let you find recent regulars or high-volume bookers.
- Select rows, then Export As to download CSV, Excel-style, XML, or PDF.
- Use Columns to hide fields your team does not need at the desk.
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.