Customers are an essential part of your business. Booqable provides you with an easy way to organize all your customers in one place, and manage them efficiently.
To add a new customer:
- Click Customers from the main navigation, and then click Add a new customer.
- Fill in the applicable fields (at least a name is required).
- Click Save to create the customer.
To delete a customer:
- Click Customers from the main navigation.
- Click the customer you want to delete from the system.
- Scroll down to the bottom of the screen and click Delete
To add a discount percentage for a customer:
You can give your regulars a discount that's automatically applied on their orders.
- Click Customers.
- Find the customer you want to give a discount.
- Fill in the desired discount percentage under the settings section.
- Click Save.
Now, the discount is automatically applied to all their (new) orders.
To assign a regional tax profile to a customer:
- Click Customers.
- Find the customer you want to apply the tax region to.
- Under Tax region, select the desired tax profile from the dropdown.
- Click Save.
To assign a damage deposit to a customer:
You can override the default damage deposit for certain customers.
For example, regulars you trust may need to pay a lower damage deposit, or none at all.
- Click Customers.
- Find the customer you want to apply the preset damage deposit to
- Under Security deposit, select the option that should be applied to new orders automatically.
- Click Save.