How to Manage Customer Profiles

This section will help you understand the customer management and keeping track of customer details for quick reference.

  1. All Customers Review

The “List Customers” section displays all customer entries in a searchable and filterable table. This helps staff easily view, update, or manage client data.

Table Columns Explained:

Column Description
Customer Name Full name of the customer (first, middle, surname combined).
Mobile No. Primary contact number.
Email Registered email address.
Gender Gender of the customer.
Address Full address including building/landmark, street, etc.
Nationality National identity, default is “Indian”.
Country/State/City Automatically mapped based on inputs during customer creation.
Action Includes the Edit button to update customer information.

Use the Search bar to quickly find a customer by name, email, or mobile number.

  1. Filter Customers

The “Filter Customer” section allows staff to search for specific customers based on multiple fields:

  • Full Name
  • Mobile No.
  • City
  • State
  • Country

After entering the filter criteria:

  • Click “Search” to view matching results.
  • Click “Export” to download the filtered customer list in CSV format.

Steps to Add a Customer

  1. Navigate to the “Add Customer” form.
  2. Fill in the required fields:
Field Description
First Name Customer’s first name.
Middle Name Optional middle name.
Surname Optional last name.
Email Customer’s valid email address.
Mobile No. Primary contact number.
Gender Select from dropdown (Male/Female/Other).
Age Enter age (optional).
Country Default: India (can be changed).
State Enter the customer’s state.
City Enter the customer’s city.
Address Full address with locality, area, etc.

3. Click the “Submit” button to save the customer profile.

The Customer Management Module allows venue staff to maintain a detailed and organized list of customers. Staff can:

  • Easily add or update customer details
  • Use filters to quickly find existing customers
  • Export customer lists for reporting or record-keeping

This feature ensures efficient guest handling and helps streamline the booking and communication process.