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Onboarding Checklist
GETTING STARTED
Browser Support
Logging In
Resetting Your Password
Downloading the TablelistPro Mobile App
VENUE SETTINGS
Venue Info
Venue Branding
Venue Settings
Billing & Subscription
Floor Plans
STAFF & PROMOTERS
Staff Members vs. Promoters
Adding Your Staff Members
Choosing Staff Member Permissions
Choosing Staff Member Notifications
Adding Your Promoters
Choosing Promoter Permissions
INVENTORY
Adding VIP Table Inventory on Web
Adding Ticket Inventory on Web
Adding Private Inventory on Web
Choosing Payment Types
Setting Recurring Inventory
Enabling/Disabling Reservation Requests and Guest List Additions
WIDGETS
Adding Widgets
EVENTS
Viewing Events
Adding a New Event
Recurring Events
Adding an External Ticket Link on Web
Using Event Tracking Links
RESERVATIONS & TICKETING
Adding a Reservation on Web
Adding a Reservation on Mobile
Assigning a VIP Table on Web
Assigning a VIP Table on Mobile
Adding a Ticket or Guest List on Web
Adding a Ticket or Guest List on Mobile
Bulk Uploading Guest Lists on Web
Bulk Uploading Guest Lists on Mobile
Approving or Denying Leads on Web
Approving or Denying Leads on Mobile
Creating & Sending a Payment Link on Web
Creating & Sending a Payment Link on Mobile
Canceling a Reservation on Web
Canceling a Reservation on Mobile
Getting Notifications for Bookings
Checking In Reservations on Mobile
Checking In Tickets and Guest Lists on Mobile
Closing a Reservation on Mobile
Using Fast Pass on Web
Using Fast Pass on Mobile
CRM
CRM Database
PERFORMANCE
Performance & Reporting
Report Schedule
INTEGRATIONS
Adding Integrations
Insightly CRM
Mailchimp
Point-of-Sale
CUSTOMER CHAT
Using Customer Chat
PRINTERS
Supported Chit Printers
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CRM Database

2min

TablelistPro's robust CRM database provides venues with key customer information and data to help enhance client retention, improve customer service, and create targeted marketing campaigns.

To access this, open the sidebar, then click CRM. A list will appear consisting of every customer's full name, along with their Email, Total Visits, Date Added, Last Visit, and Total Spend. You can search, sort, and filter this list at your convenience.

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To export a CSV file of customers, click the three purple dots on the righthand side, then click Export.

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Click an individual customer's name to view an in-depth profile that details other information like Stats, Birthday, Social Media, Tags, and Marketing Opt-Ins, in addition to a full list of past reservations.

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You can also select each specific reservation within the customer's profile for a closer look at their history.

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Updated 03 Mar 2023
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