Managing Customers

Overview

HeyBookMe creates a customer record automatically the first time someone books with you. The Customers section gives you a list of everyone who has ever booked, with tools to view their history, manage their details and bookings.

Viewing the customer list

Go to Customers in the main navigation. You can search by name or email address, and sort by name, email, or sign-up date or number of bookings. Click any customer to open their profile.

Customer profile

A customer profile shows:

• Customer info - name, email address, when the customer signed up, number of completed bookings, total lifetime value, and most recent booking. Lifetime value includes membership payments, net of any refunds.
• Bookings - a list of all past and upcoming bookings, including booking status, check-in status, booking date, and whether a pass or membership was used.
• Passes - a list of all past and current passes showing the amount paid, the current usage / remaining balance.
• Memberships - a list of the customer's current and past memberships, with their status and next payment date. Click through for usage and payment history. See managing memberships.
• Emails - the emails sent to the customer on your behalf, showing when each was sent, whether it was delivered and whether it has been opened. PAYG accounts can view the last 7 days of email activity, and Pro accounts the last 30 days. See email history.

Common questions