Rebooking Customers

Xola saves customer information so that you can easily rebook them when they come back for more. You can easily rebook repeat customers via the 'Make a Purchase' workflow search in the Customers tab or in the Purchases tab.

What's covered in this article:

• 'Make a Purchase' workflow search
• The Customers Tab
• The Purchases Tab

'Make a Purchase' workflow search

1. Make a Purchase 
2. Within the Customer Details section, click the Search Customers button next to the Name field.
3. Search or scroll for the customer name, and click to select. The customer name and any saved credit card information will populate.
4. Process purchase as normal.

The Customers Tab

1. Navigate to Customers > Contacts.
2. Search for the customer by name, email, or phone number.
3. Click the Purchase button at the top right of the customer record page.

Tip: Want to see how many times a customer has booked with you? Click their name on the Customers tab to view their profile. Here, you will see a record of all past trips booked by them, as well as their lifetime value to your business. 

The Purchases Tab

Rebooking a Reservation Organizer

1. Navigate to the Purchases tab.
2. Search for the customer by name, email, phone, tag, or booking ID and select their purchase.
3. Click the 3-dot menu and then select Rebook Organizer.

Rebooking a Split Payment Participant

1. Navigate to the Purchases tab.
2. Search for the customer by name, email, phone, tag, or confirmation ID and select their purchase.
3. Scroll down to the Payers section
4. Click the 3-dot menu next to the customer and then select Rebook Customer.