Your customer list

The Customers page is your guest list. It fills itself from ticket orders, table bookings, pass purchases, chats, and imports. It's also who your emails can go to.

VenueStack matches each guest by their email. Everything booked or bought under one email address is one customer, whatever phone number came with it. Two different email addresses are two customers, even with the same phone number, so a guest who types someone else's number never sees that person's history or tags. A booking with only a phone number, such as a walk-in, joins the customer whose bookings have that number. If several do, it joins the one with the most bookings under it.

Find a customer

1. Go to Customers.
2. Use Search to find a guest by name, email, or phone.
3. Narrow the list with Sort by, Min spend, Tags, Email, Rating, or Date added. On a phone, tap the filter button next to Search.
4. Click Clear filters to reset.

The list shows 25 customers at a time. On a computer, use the page numbers under it. On a phone, more load as you scroll.

Open a profile

1. Click a customer. Their profile slides in.
2. See their contact details, how many reservations, orders and passes they have, their tags, and what they spent. Paid online is their total; click it to see it split into Deposits, Packages, Tickets, and Passes. Under it, Spent in venue is what your team entered as spent in the club, and Next visit is the date of their next reservation. At the end of their email, you see whether they get your emails: Receiving, Not receiving, Unsubscribed, Bounced, or Marked as spam. Not receiving means they first bought after the checkout's news and offers box started unticked and didn't tick it, so your emails leave them out; the line under their email says so. They get your emails once they tick it at a later checkout or turn on news and offers in their account. What they spent is what their orders came to with tax and after any promo code, less any fees your venue covered.
3. Switch between the Reservations, Tickets, Chats, and Passes tabs to see their history. Click an item to open it. Reservations lists what's coming first, soonest at the top, then past visits. A long history is grouped by month, with Show older at the bottom.

Table spend includes any packages the guest bought. On Reservations, each one shows its status (with a deposit's own mark beside it, as on the floor plan), its table and package, and what the guest paid online for it, less any refund. Once a visit is over and your team entered what it spent, it shows that instead.

The stars under their name are the average of the ratings your team gave their visits, followed by the number of ratings. On Reservations, each past visit shows its stars, the feedback, and who left it. Ratings come from completing a visit.

Spent in venue adds up what your team entered when completing visits, with the number of visits it covers. It is never added to Paid online. Each of those past visits shows what it spent and, if a photo of the bill was added, a Receipt button that opens it.

Passes lists every pass the guest holds, with its status, how many entries they've used, and when they bought it or were given it. You see it if your role can see Passes.

To fix a name, email, or phone, hover over it, click the pencil, type the new value, and press Enter. Changing a guest's email keeps them the same customer, with their history, and your emails go to the new address.

If a guest asks you to stop emailing them, click Unsubscribe at the bottom of their profile and confirm. This covers every email address they have booked with. Tickets and receipts still arrive. Only the guest can turn your emails back on, from their account. You need Full Access to Customers.

At the bottom of the profile, Remove customer takes the guest off your list. Owners also see Erase personal details, which permanently removes their details from past orders and chats. See Import and export customers.

Tag a customer

Tags help you spot regulars, VIPs, or guests to watch.

1. In the profile, click Add tag, or + beside the guest's tags if they have some.
2. Pick a tag, or type a new name and press Enter.
3. To remove a tag, click + again and click the tag. Tags on the customer are ticked in the list.

With Full Access, you can also rename, recolor, or delete tags from the tag list. These changes apply to every customer with that tag.

Tagging needs Full Access to Customers wherever you do it, including a reservation or a ticket order. With less, the guest's tags show but Add tag and + do not. The same goes for the guest suggestions when you type a name into a new reservation: they need access to Customers.

Good to know

• Customers doesn't open for a role with Limited view: the list is guests' emails and phone numbers. See Roles and permissions.