Customer management and filters

This article explains how to use the customer management and filter functions in Calenso. These features help you efficiently manage and organize your customers.

TABLE OF CONTENT

• Customer Management
  • Customer Overview
  • Filtering Options
  • Customer Groups
• Filtering Functions
  • Standard Filters
  • Advanced Filters
  • Save Filters

Customer Management

Customer Overview

The customer overview provides a comprehensive list of all customers in your system. Here, you can view details such as names, email addresses, and phone numbers.

Filtering Options

You can filter your customer list by various criteria to identify and manage specific customer groups.

Customer Groups

Organize your customers into different groups for targeted marketing campaigns or specific service offerings.

Filtering Functions

Standard Filters

Use standard filters to quickly sort customers by general criteria such as name or email.

Advanced Filters

Utilize advanced filters for more detailed queries, such as booking behavior or specific attributes.

Save Filters

Save your frequently used filters to expedite future customer searches.