Getting started
Find a guest in Customers
Search every guest in your organisation by email or phone, filter by venue or tag, and open their profile.
1 min read · Updated
In short: go to Customers › Search and type the guest's email address or phone number.
CustomersSearch
Gifting
Customers
Search
Know your customer
Marketing
Search
Menu
Gifting
Customers
Search
Know your customer
Marketing
Find a guest
- Go to Customers › Search.
- Type the email or phone number in Search email or phone.
- Click the guest's row to open their Customer profile.
To narrow the list, click Filters and choose a Venue or Tag. Reset clears it.
Customers, with Search email or phone highlightedThe Customers panel: Search email or phone set to email or phone number, the Filters button and the Reset button. Search email or phone is highlighted.
Customers
Search email or phoneemail or phone number
Filters
Reset
Check it worked
The guest's row shows, and the line under Customers shows your venue filter (or All venues) and dates.
Good to know
- Customers lists every guest across your organisation, whichever venue they visited.
- The figures at the top follow your date range and filters.
- If a guest does not appear, see I cannot find a guest in Customers.
- Every role can see Customers.
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