Customer Directory
Everything you need to manage your customers in one place
13 articles
- Customer DirectoryThe Customers page is your central location for viewing and managing everyone who has interacted with your facility in Birrdi.
- Searching and Filtering Customers
- Adding a Customer
- Exporting Customers to CSV
- Sorting the Customer List
- The Customer Profile
- Editing a Customer's Name, Email, and Notes
- Banning and Unbanning Customers
- Viewing a Customer's Reservations
- Viewing a Customer's Plans
- Account CreditsAccount Credits are complimentary credits that can be manually added to a customer's account by staff.
- Cards on FileYou can view and manage a customer's saved payment methods by navigating to Customers from the top navigation, opening a customer, and selecting the Cards on File tab.
- Account Credits FAQ