How to View a Customer's Profile

This article is for Hosts who want to access a Customer's account information and booking history.

Ways to Open a Customer Profile

You can access a Customer's profile in four ways:

• Customer Directory:
  Select Customer Directory from your host menu to search or browse through past and present Customers.

• Pending booking requests:
  Click Customer Profile when reviewing incoming booking requests.

• Booking editor:
  Click View Profile on the Customer card within any individual booking drawer.

• Messages:
  Click Options in the top right corner of any chat thread in the direct message with your customer under the tab Messages. Then select View Profile. 

Available Customer Information

Each Customer profile contains four main sections:

• Details: Contact information including name, address, phone number, and account creation date.
• Bookings: A complete list of past and upcoming bookings with your organisation.
• Transactions: Payment history for all bookings made across your listed Spaces.
• Notes: Internal comments and file attachments recorded against the profile. Learn how to add notes to a Customer profile