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:

ColumnDescription
Customer NameFull name of the customer (first, middle, surname combined).
Mobile No.Primary contact number.
EmailRegistered email address.
GenderGender of the customer.
AddressFull address including building/landmark, street, etc.
NationalityNational identity, default is “Indian”.
Country/State/CityAutomatically mapped based on inputs during customer creation.
ActionIncludes 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:
FieldDescription
First NameCustomer’s first name.
Middle NameOptional middle name.
SurnameOptional last name.
EmailCustomer’s valid email address.
Mobile No.Primary contact number.
GenderSelect from dropdown (Male/Female/Other).
AgeEnter age (optional).
CountryDefault: India (can be changed).
StateEnter the customer’s state.
CityEnter the customer’s city.
AddressFull 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.