Find and manage your customers
Search your customer list, see a customer's bookings and notes, and learn who can see personal details.
The Customers page lists everyone who has booked with you. Open a customer to see their bookings and notes.
Customers is available in the reservation and appointment apps. It is not shown in the POS app.
Find a customer
Type in the Search… box at the top of the list.
To narrow the list, click Filter. You can filter on:
- Full Name
- Phone
- Created Date
- Updated Date
- Last Activity
- Services (only if your company sells services)
For text fields you choose how to match, for example Contains, Equals, Starts with or Is empty. For dates you can choose Is, Before, After, On or before or On or after. A number on the Filter button shows how many filters are on.
Use the Newsletter subscribers switch to show only customers who have agreed to receive your emails.
What the list shows
The columns depend on your business type.
| Column | Restaurants | Companies that sell services |
|---|---|---|
| Full Name, Email, Phone, Created | Yes | Yes |
| Total Bookings, Last Activity | Yes | No |
| SSN, Total Appointments, Last Appointment, Next Appointment | No | Yes |
Open a customer
Click a customer in the list. A window opens with two sections on the left:
- Bookings: tabs for Upcoming Bookings, Past Bookings and External Bookings.
- Notes: notes about the customer.
Under the customer's name you also see counts such as Reservations, Walk-ins, Cancellation and No-Shows (restaurants), or Total Appointments and one count per appointment status (companies that sell services).
Add a customer
Click New customer
Click New customer at the top right. The button is greyed out if you don't have write access to customer reports.
Fill in the form
Enter Name, Phone, Email and SSN.
Create the customer
Click Create Guest.
Edit or delete a customer
In the customer window, use the pencil icon to edit and the bin icon to delete. You can't change the phone number of an existing customer.
Deleting a customer is permanent. Dineout asks you to confirm before it deletes.
Export your customers
Click Export to download a file of your customers. Choose Export All (with filters) to export everything that matches your filters. If you have ticked customers in the list, you can also choose Export Selected.
Who can see personal details
Phone numbers, emails and SSNs are personal. Only users with the Customer Personal Information permission can see them.
- In the list, other users see stars (****) instead.
- In the customer window, other users see Unauthorized.
- Editing a customer's details is also switched off for them.
Owners or managers set permissions per user under Settings, Users & staff.
To see the list and create customers, a user needs the Customers Reports permission.