Guides - Back-end: Check for missing customer information

Under 'Check for missing customer information' you can change settings that will allow you to easily see if you are missing any information about your customers. The settings are changed by ticking (the feature is activated) or unticking (the feature is disabled) the box opposite the setting you want to change. Afterwards, press ‘Update' located at the bottom of the page.

You have the following options:

• Customer information - Missing: You can activate a feature that notifies you if any information is missing about your customers. If information is missing, an icon will be shown next to the customer's name on the customer profile, in the calendar views, in the cash register system, and on specific bookings. By pressing the icon, you have the option of printing a note of the missing information that the customer can fill out. Afterwards, you can enter the information in the system. By ticking or unticking the boxes below, you can determine which information to check for, i.e. which information should be missing before the icon is shown.

Remember to press 'Update' in order to save any changes!