How do I add a customer?
It is possible to manually add a customer in the admin panel. Depending on which rights have been assigned, there are two ways of arriving at the 'New Customer'...
How can I see which emails have been sent to a customer?
Sent e-mails can be found in the customer dashboard or on the booking dashboard. At the bottom of the dashboard page are several tabs, including one marked emails....
How can I see what bookings a customer has made?
Bookings made, can be found in several places. They are displayed on the customer's dashboard in the 'Booking filter results' block. In the booking overview...
How do I make a booking for a specific customer?
You can make a booking for a customer in two different ways:
How do I send an email to a specific customer?
You can easily send an e-mail from the customer dashboard by clicking on ‘Send e-mail’ in the customer actions block. A mail can be sent immediately, on the...
How do I send an SMS to a customer
By default, the ‘Customer actions’ block is visible on both the customer and the booking dashboard. The ‘Customer actions’ block contains all of the actions...
How do I link a user to a customer?
A user can be linked to a customer via the dashboard block 'User details' on the customer dashboard. Hovering over the upper right corner of this block with the...
How do I link a customer to a userprofile?
If a user is associated with a customer, as user profile can be created and linked to the user from within the customer dashboard. To achieve this, the block 'User...
How do I change a customer status?
A customers status can change. In i-Reserve the default status codes are Active and Inactive. When a customer’s status is set to inactive, no booking nor invoice...
How do i add extra (custom) fields to a customer dashboard
In addition to the default fields (name, surname, e-mail address) it is also possible to add custom fields to the customer dashboard. You would use custom fields if...
