Customer management
Remember
your customers.
Visits, messages, preferences, packages and rewards. Give your team one place to understand each customer.
Find the right person
Keep customer information in a shared customer record.
See the history
Look back at bookings to understand past visits.
Remember the details
Keep useful notes and preferences with the customer.
An example
A familiar face, with context.
Your team should not have to start from scratch every time someone returns.
Alex prefers a quieter table. Check that preference when arranging the next visit.
- Booking history
- Previous reservations in one place
- Preference
- A quieter table
- Next visit
- A table for four on Friday
A useful note helps the next team member give the guest a more personal welcome.
Inside Customer management
The details that
make a difference.
Explore what your team can do in Uptold.
A shared timeline
See visits and guest activity together, with context for the next appointment.
Messages in context
Open a guest’s communications from the same profile as their visit details.
Notes & preferences
Record the details a colleague needs to give the guest a thoughtful welcome.
Families & connections
Link household members and keep their relationships clear.
Packages & rewards
See a guest’s packages, reward progress and membership cards in their profile.
Customer groups
Filter customers and save useful groups for your marketing work.
A few useful answers
Good to know.
What does CRM mean?
Customer relationship management. In everyday terms, it is a place to keep customer details, history and notes so your team can look after people well.
How does this work with bookings?
Bookings give you the details of a visit. The customer record brings a person’s bookings and useful notes together over time.
Are these real customer records?
No. All names, preferences and visit details on this website are fictional examples. The marketing website does not connect to customer records.
Ready for your next customer?
Start with your profile. Add the tools your business needs.