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How do I find a customer and see their booking history?

Open Customers and search by name, email or phone, then click the customer. Customer detail shows the number of bookings, total spent, last visit, recent bookings, loyalty points and the customer's consents.

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How to do it

  1. Open Customers.

  2. Type a name, email or phone number into the search box. You can also use the search at the top of the admin, which finds customers, services, staff and bookings.

  3. In the list compare Bookings, Total spent and Last visit.

  4. Click the customer (or ⋯ → Detail) to open Customer detail.

  5. Check Recent bookings (the last 10), loyalty points, GDPR consent and Marketing consent.

  6. Click Send email to write to the customer from your email app.

Tips and common mistakes

  • Customers are created automatically with their first booking or with New booking in Bookings.
  • Customer contact details are visible to the owner and admins only. Other team members have to ask them for access.
  • Need the full history in a file? Use Export CSV (Starter plan and up) or Export data (GDPR) for one customer (owner only).
  • Total spent is shown separately for each currency.

Frequently asked questions

Can I add notes or tags to a customer?

Not in Customer detail at the moment. For a note to one booking use Internal note when you create it under Bookings → New booking.

What is the difference between Delete and Erase data (GDPR)?

Delete (owner only) removes the customer from your list. Erase data (GDPR) permanently removes their personal data from the customer and all their bookings.

Where to find it in Resovu

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Find a customer and their booking history