How To Manage Customers In Booking
What this does
This guide explains the Customers page in Booking.
That page is where the office reviews customer records in the context of booking and job work.
What you can do from this page
- search for customer records
- review which customers already exist
- open the customer you need for new or existing booking work
- confirm whether the booking-side record matches the real customer context
Why this page matters
Customer records in Booking affect how the team creates requests, bookings, jobs, and billing handoff.
If the customer context is wrong here, it is harder for the same work to stay clean when it moves into Invoice.
Cross-app note
If the underlying customer, account, contact, or address record needs cleanup, some of that work may belong in CRM, not only inside Booking.
Use CRM: How to manage contacts in CRM and CRM: How to manage accounts in CRM when the shared customer record itself needs attention.
Main paths from this page
- To create booking work for the customer, use Booking: How to add a booking.
- To work with the account side of the record, use Booking: How to manage accounts in Booking.
- To clean shared customer context, use CRM: CRM setup overview.
What to do next
Open the customer record you need, confirm the customer context is correct, and then continue with booking, job, or billing work.