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Guided
Link a customer to a reservation/order
Steps to follow
- 1Open a reservation's or an order's detail to display its side panel.
- 2Find the customer section: the "Inline data" badge shows that no profile is linked yet.
- 3Click "Link a customer" to open the customer selector.
- 4Type a name, email or phone in the "Search a customer…" field, then select the right profile from the list.
- 5The badge changes to "Linked profile"; use "Change" to pick another customer or "Remove link" to detach the profile.