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Guided

Link a customer to a reservation/order

Steps to follow

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