Customers

How to merge duplicate customers in Bookeo

When a customer signs in as your customer in Bookeo, the email address used must be unique. If the same customer comes back to your Bookeo booking page and forgets to sign in, a new customer record is automatically created. Therefore, you will end up with two or more customer...

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Custom categories in Bookeo Appointments (i.e. students, seniors etc.)

Default custom categories set in Bookeo Appointments are: adults, children and infants. You can create new categories of people in your account. Using Bookeo Classes & Courses? Click here Using Bookeo Tours & Actvities? Click here In this article: Create custom categories Set number of people per booking for appointment...

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How can customers reset their password?

When customers registration is enabled and customers try to make a booking using an email address already existing in your Bookeo Customers details, they will be shown a warning message and will be required to sign in. When they sign in, they can click on the "reset password" link and...

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How to export your customer database

To export customers, in your Bookeo account: 1. Go to Customers 2. Click on the Export button 3. Choose the output format of the file. Select Export to Microsoft Outlook to generate a csv spreadsheet, that for example you can use for printing. Select Export to Apple Address Book and...

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Can I import customers into my Bookeo account?

In this article: Bookeo lets you import existing customers from different applications How can I import the customers file I generated? Can I import my customers password? Can I import membership info? Can I add customer notes? Bookeo lets you import existing customers from different applications: 1. Microsoft Outlook: You...

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How to view/extract customers by birth date

To get a list of customers categorized by birth date, run a Customer Report: 1. Go to Marketing>Reports>Customers 2. Click on the download as Excel button 3. Open the Excel spreadsheet 4. Create an extra column called "Birthday", and paste this formula =TEXT(A1, "mm") & "/" & TEXT(A1, "dd") You...

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