CUSTOMERS IN BOOKER

There may be times that you will need to access an appointment or order using the customer's name. Follow the below instructions to review information via the customer.


signing in to booker

Log in at www.booker.com using the following credentials:

BOOKER LOGIN
Account Name: vowex
Username: provided by your location manager
Password: provided by your location manager
(NOTE: You will be prompted to update your password when you first log in)


look up a customer:

Click on the "Customers" tab along the top of the page. In the Customer Name field type the name of the customer.  Utilize the auto fill to find the customer already in the system.
NOTE: Only customers whose name was used to book a reservation will display.  

next:

There are several aspects of a customer you can view. The most helpful from this view is the "Appointments" tab.

VIEW A CUSTOMER'S APPOINTMENT:

Click on the "Appointments" tab to view the appointment history for the customer. Locate the appointment and click the "paper/pencil" icon to view the details.

APPOINTMENT details:

Here you can view the details for the scheduled appointment.

changing customer DETAILS:

Should you need to change information for a customer such as their name, email or phone number, click on the pencil icon next to the "CUSTOMER" field to bring up the info page. Make the necessary edits and click "Save".