Customers
A customer is whoever books. They never need an account: a name is enough to create one, and you can book for them right away.
Add a customer
Customers in the sidebar, then Add a customer. The New customer window opens.
| Field | Required | Good to know |
|---|---|---|
| Name | Yes | The only required field. |
| Company (optional) | No | Up to 160 characters. |
| Email (optional) | No | Two customers of this organization cannot share one. Needed to email them their booking link. |
| Phone (optional) | No | Typed as you like: no format required, nothing reformatted. |
| Internal notes (optional) | No | For your team only — the customer never sees them. |
Save creates the record. Owners, admins and members can all add and edit customers.
You can also create a customer without leaving a booking: the customer field of the New booking page, of the calendar's quick window and of a new overnight stay has its own New customer button.
Search before you add. The search covers name, email and phone, and when it finds nothing, Add a customer opens with the name you typed already filled in. If the email is already used by another customer, the save is refused — that person most likely has a record already.
The customer record
Open a customer from the list. Edit corrects the contact details at any time.
- Contact details — company, email, phone, and whether an account is linked.
- Internal notes — what your team wrote.
- Bookings and payments history, in three parts:
- the totals — the number of bookings and the Net collected: the money actually received, refunds deducted, in your organization's currency;
- Bookings — the most recent first, with villa, date, booking status and payment status. Each line opens the booking;
- Activity — Payment received, Refund, Cancellation and Rescheduling, dated, with the booking concerned and the amount.
Only your organization's bookings appear: a customer with the same email in another organization brings nothing over.
Give them access to their space
Give access to their space emails a sign-in link to the address on the record. It signs the customer into a space where they see their bookings and their balance, and creates their account if they have none. A record without an email cannot receive it: add one first.
Your plan may limit the number of customers. When the limit is reached, the save is refused and VillaSlot offers to upgrade. To send your customers to an email tool, see Integrations.