We’ve updated our platform to pull client information from various places on the platform to display it all in one location.
This update helps you understand your clients’ needs to provide a seamless customer experience. Plus, having one profile for each client allows you and your guides to build a complete view of the person. With this information, your guides learn about your guests like their current skill levels, preferred meal, or if they need rental gear.
How to use it
1. To see the Customer Details Page, Click Customers.
2. Then click your Client's Name.
You’ll be able to see their upcoming and past trips, waivers, and added admin notes.