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How do I look up a customer?

Find and locate your customers

Leah Cullins avatar
Written by Leah Cullins
Updated over 4 months ago

To pull up a customer's account, begin by selecting the "Find Customer" button in the top right corner of the screen.

find customer

Next search for the customer by email, name, and/or phone number.

find customer

Select the customer’s name to view their profile. The customer profile has the customer’s reservation, purchases, account history, and notes.

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