Customers and communicationhow-to3 min read
View customer history
Use the customer record to understand past bookings, notes, and context before responding.
Customers
View customer history
Use the customer record to understand past bookings, notes, and context before responding.
Where this lives
Open a customer record to see previous bookings, payment patterns, notes, and past communication before you take a new action.
Why history matters
- Repeat customers often have preferences or recurring issues that should inform how you handle the next booking.
- Payment history helps you decide whether deposits or stricter policies are appropriate.
- Past event patterns can make quoting and upselling much easier.
What to look for
- Recent cancellations, no-shows, or refund-heavy history may change how you structure the next job.
- Recurring venues or event types can be captured as useful notes instead of rediscovered every time.
- Use history to improve service, not to let stale assumptions override current facts.
