Not only does Rezdy process bookings for you, simplifies customer management as well!

Here’s what you need to know about customer management in Rezdy.





Rezdy CRM customer management




Creating customers

You can easily create new contacts from your Customers tab in the menu.

There are three sections: personal information, contact information, and marketing information.

customer management

Currently, the only field that is mandatory is First Name, however we recommend you also capture their email address so you can send out emails from Rezdy.



automated emails customer management




Creating Orders for existing customers

We are sure you offer a unique and exciting experience, attracting customers that want to come again and again. Hence, Rezdy is repeat-customer-friendly.

Simply click Customers > search for your Customer Name > click New Order.

customer management

Work through the necessary fields and save the order. However, once you do this, a manual email confirmation needs to be sent out.

Click Email > Order Details > send now / more options (depending on when you want the email to go out.

Click here for the full tutorial.

Importing a customer list

We’re aware that many of you use manually-generated databases for customer management in programs like Excel that you work off before you move to Rezdy. Or sometimes, you need to transfer your customers over from your old booking system. The transition is easy.

To import a file of your customers, go to Apps > search for Customer Import.

After installing the app, click Settings.

customer management

You can either download a template file to fill out manually, or you can select a CSV file.

Click here for the full tutorial.

Exporting a customer list

You may want to export your customer list so that you can send out promotional emails.

Simple click “Export to CSV” in the Customer tab and it will trigger the download.

Click here for the full tutorial.

What’s Next?

Topics ,

Join over 30,000 tour and activity professionals on Rezdy

Simon Lenoir, Founder and CEO of Rezdy Online Booking Software
About Simon Lenoir

Simon has over 15 years’ experience as an IT professional. He also has extensive experience in the travel industry from being an around-the-world traveller and managing a dive centre in Southeast Asia for over 3 years. Simon is now dedicated to providing the best online booking solution for tours and activities operators; he is the brains behind Rezdy.Outside office hours Simon is a true activity addict – mountain biking, sailing, swimming, beach volleyball – just to name a few. But most of all he loves diving in Australian waters.

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Customer Management Hacks You Should Know About

,

Not only does Rezdy process bookings for you, simplifies customer management as well!

Here’s what you need to know about customer management in Rezdy.





Rezdy CRM customer management




Creating customers

You can easily create new contacts from your Customers tab in the menu.

There are three sections: personal information, contact information, and marketing information.

customer management

Currently, the only field that is mandatory is First Name, however we recommend you also capture their email address so you can send out emails from Rezdy.



automated emails customer management




Creating Orders for existing customers

We are sure you offer a unique and exciting experience, attracting customers that want to come again and again. Hence, Rezdy is repeat-customer-friendly.

Simply click Customers > search for your Customer Name > click New Order.

customer management

Work through the necessary fields and save the order. However, once you do this, a manual email confirmation needs to be sent out.

Click Email > Order Details > send now / more options (depending on when you want the email to go out.

Click here for the full tutorial.

Importing a customer list

We’re aware that many of you use manually-generated databases for customer management in programs like Excel that you work off before you move to Rezdy. Or sometimes, you need to transfer your customers over from your old booking system. The transition is easy.

To import a file of your customers, go to Apps > search for Customer Import.

After installing the app, click Settings.

customer management

You can either download a template file to fill out manually, or you can select a CSV file.

Click here for the full tutorial.

Exporting a customer list

You may want to export your customer list so that you can send out promotional emails.

Simple click “Export to CSV” in the Customer tab and it will trigger the download.

Click here for the full tutorial.

What’s Next?