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Managing clients in Reservation.Studio

Effective customer database management is key to any business success. Reservation.Studio provides powerful client management tools to keep information up to date, track client history, and improve communication.

Client database overview​

The Clients module lets you:

  • Create and manage client profiles
  • Track booking history
  • Record preferences and special requirements
  • Segment clients by various criteria
  • Analyze customer behavior and loyalty

Create and manage client profiles​

Add a new client​

  1. Go to the Clients section in the main menu.
  2. Click Add new client.
  3. Enter the client information.
  4. Click Create to add the client.

Import clients​

If you already have a client database, you can import it into Reservation.Studio:

  1. Go to the Clients section.
  2. Click Import.
  3. Provide your client data.
  4. Confirm the import.

Edit a client profile​

  1. Find the client in the list.
  2. Click the client’s name or the edit icon.
  3. Update the necessary information.
  4. Save the changes.

Delete a client​

  1. Find the client in the list.
  2. Click the delete icon or choose Delete from the actions menu.
  3. Confirm deletion.

View client information​

A client profile contains:

  • Basic information: Name, contacts, address
  • Notes: Additional details and comments
  • Booking history: All past and upcoming bookings
  • Sales: Purchase and transaction history
  • Installments: Payment plan history and upcoming installments
  • Subscriptions: Active and expired subscriptions
  • Forms: Forms completed by the client
  • Reviews: Submitted reviews and ratings
  • Notifications: History of notifications sent

Client segmentation​

Create client groups​

  1. Go to Clients > Groups.
  2. Click Create new group.
  3. Enter a name and description.
  4. Save the group.

Use client groups​

Client groups can be used for:

  • Targeted marketing campaigns
  • Special offers and discounts
  • Personalized communication
  • Behavior analysis

Customer data protection​

Reservation.Studio is designed with security and data protection in mind:

  • Data encryption: All personal data is stored encrypted.
  • Access control: Define which employees can access customer data.
  • GDPR compliance: The platform aligns with the General Data Protection Regulation.
  • Right to erasure: Customers can request their data to be deleted.

Tips for effective client management​

  • Keep information up to date: Regularly update client profiles.
  • Record preferences: Note client preferences and special requirements.
  • Personalize communication: Use profile information to personalize communications.
  • Analyze behavior: Use reports to better understand your customers.

Frequently asked questions​

Frequently asked questions

How can I find a specific client?

Use the search in the Clients section by entering a name, email, or phone number.

Can I merge duplicate client profiles?

Yes. Select the duplicates and use the Merge profiles action from the menu.

Can clients update their own information?

Yes. Clients can update their information through the client portal or during online booking.

How do I comply with GDPR?

Reservation.Studio provides GDPR tools, including consent capture, right of access, and right to erasure.