How to search for a reservation using the client name or number

The first step is to open <span class=""><i><b>Base7</b></i></span> and click <span class="component"><i><b>Clients</b></i></span>

Type the name of the client in the <b><i>search bar</i></b>

Click <span class="">on the <i><b>client name </b></i>to open their profile</span>

And here is the client profile.<br>

This is the <b><i>client's number</i></b>, if you know it, you can also search for his profile with this number.<br>That's it. You're done!<br>

If there are several profiles with similar details, the system will identify them and display a <b><i>Duplicates (x) </i></b>button where x is the number of duplicates found

Click on&nbsp;<span class=""><i><b> Duplicates (1) </b></i>to display the similar profiles</span>

Here are listed the similar profiles, and you can select all the duplicated and click <b><i>Merge </i></b>to merge them into a unique profile

Click <span class=""><i><b>Merge </b></i>to confirm</span>

Click <span class=""><i><b>Save.<br></b></i>That's it. You're done!</span>

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.