Customer Activity Overview: Viewing All Bookings for a Single Customer in One Place

The Customer Activity Overview provides an efficient way to view all bookings of a single customer in one place, allowing you to easily track their activity. This feature helps you identify your most valued and loyal customers, offering a clear understanding of their booking patterns. This user-friendly tool enhances customer management by providing a streamlined approach to monitor and engage with your customers more effectively.

To access the Customer Activity Overview, navigate to the Amelia > Customers page. Select a specific customer and click the Edit button to view all their bookings in one place.

If you would like to view the appointments that this customer has booked, simply click on the View Appointments button. This action will open the Appointments page, where you will see a list of all the appointments that the selected customer has scheduled. This feature provides quick access to their appointment history, helping you manage their bookings more efficiently.

The same principle applies to events: by clicking on the View Events button, you will be redirected to the Events page. Here, you can see a complete list of all the events that the selected customer has booked. This functionality allows for easy management and oversight of their event participation, enhancing your ability to cater to their needs.