The Let’s Do This Dashboard provides a view of all your participants, bookers and customers across all of your events. This view enables your team to have a more complete picture of a customer’s history with you, so that you can easily answer their support queries, review their purchases and update their details.
With the Customers view on your Dashboard, you can:
Search for a customer by their first name, last name, email address, booking ID or membership ID
See a consolidate detail view of a customer, including their registration history, membership purchases and emails sent
See which emails they’ve opened and trigger a re-send
Search for a customer
From the main page of your Organizer Dashboard, navigate to Customers.
You’ll see an up-to-date table of all your customers. If you sell a membership product, we’ll display your customers sorted by their Membership purchases first, followed by their individual purchases:
You can search for a customer by first name, last name, email address, or ID reference (eg. a membership ID or a booking ID). The search results will show each purchase as a separate result. We are working on grouping search results to show individual customers.
You can select any row to view more customer’s details:
On the customer’s detail page, all activity from the same customer email address will be consolidated on one page:
From here you can:
View or edit a registration or a membership purchase by clicking the actions icons:
View and manage their email history.