Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Reports > Booking Index > Booking Details
Prerequisites: Admin permissions to manage inventory or restricted permissions for Reports & Booking Data.
Customer DetailsBack to top
Clicking on the name of the Customer (e.g. Bridgette Hammes) in the left sidebar will take you to Customer Details for the invoice owner. The number next to the Customer's name depicts the number of bookings attached to the Customer's profile.
From Customer Details, you can create a New Booking for that Customer or review Bookings that have been made in the past. You can also update the Customer Details by editing their profile fields.
For more information on the Customer Details screen, please review this support document.
Please equate any references to Items within the system to Products and thank you for your patience, while we transition to new terminology.