Why Isn't My Customer Showing in the Customer Directory?
If a customer is not appearing in your Customer Directory, it is likely because they have not yet made a reservation with your business or been manually added to the directory.
When Is a Customer Added to the Directory?
Customers are automatically indexed in your Customer Directory after they make at least one reservation with your business.
Once their first reservation is created, Birrdi will automatically index their customer profile, and they will appear in your Customer Directory.
How Can I Manually Add a Customer?
You can also add a customer directly to your Customer Directory without requiring them to make a reservation first.
Navigate to your Customer Directory.
At the top of the page, locate the search bar.
Click the Add button next to the search bar.
Enter the customer's first name, last name, and phone number.
Click Save.
The customer will then be added to your Customer Directory.
Good to Know
There are two ways a customer can be added to your Customer Directory:
Automatically: The customer makes their first reservation with your business.
Manually: An admin adds the customer directly from the Customer Directory.
Once either of these occurs, the customer will be available in your Customer Directory.