In this section, you will see a list of all users on your system including customers, housekeepers, maintenance, front desk and administrators.

Think of this section as your own micro CRM system (Customer Relations Management).

An automatic account for customers that book through the front end will be created and they will be sent a password after their first booking. Every future booking will be added to their account even if they are not logged in but use the same email address at the time of booking.

In user management, you can also create new users on your system. Click on the “New” button to get started.

The common fields for each user you create are:
Name - mandatory but can be just first or last name if your privacy policy requires that.
Email - user’s email is very important as it is used for all automatic and manual communications. It isn’t mandatory to facilitate quicker intake of bookings over the phone but it’s always recommended to capture user’s email and add it to their profile sometimes during the interaction process.
Phone - also not mandatory but very useful for communication purposes. The phone number is also used for quick search of a user during a booking offline. The front desk/admin can just enter a phone number and get all user data quickly if a user is already registered on the system.
Birthday - not mandatory but also useful field for various automated tasks like booking age restrictions, discounts for minors, marketing communication etc.
Profile language - this field shows the user’s prefered communication language. All automatic emails will be sent in this language to the user.
Profile photo - self-explanatory: to put a face to a name

All the above fields are common for customers and staff. The following sections are only relevant to staff users.

Housekeeping: Yes/No - if set to Yes:
User access level: All/None/Custom - this selection is related to the back office access of this user. If set to Custom you can select which sections will be available: Calendar, Configuration, Emails, Users, Statistics, Translations, Reviews, Website, Orders, Payment methods.

Maintenance: Yes/No - if set to Yes:
User access level: All/None/Custom - if set to Yes, select sections that the user has access to.

Front desk: Yes/No - if set to Yes:
User access level: All/None/Custom - if set to Yes, select sections that the user has access to.

These user sections and roles will be expanded in the future based on feedback received from the system users.