How to Add or Edit Customers

Accessing Customers

1. Navigate to Bookings Management > Customers.
2. You will see a list of existing customers.
3. Use the filters to search or refine the customer list.
4. You can also download customer data from this page.

Adding a New Customer

1. Click the + Add Customer button located at the top right corner.
2. If multiple customers are purchasing a single plot together, enter their details in the Additional Customers Info section.
3. Ensure each customer’s mobile number is unique.

How to Control Customer Login Access

Note: The 'Customer Login' feature is available only if included in your subscription.

Enabling Login Access for a Customer

1. Go to Bookings Management > Customers.
2. Use filters to locate the customer you want to enable login for.
3. Click the Edit button next to the customer.
4. This opens the customer's profile page.
5. Navigate to the Login Access tab.
6. Toggle Login Access to Enable or Disable as needed.
7. Only customers with enabled login access can sign in.

Setting or Resetting Password

1. Within the Login Access tab, click on the Set Password link.
2. Enter and save the new password for the customer.

One-Time Login Link

• You can also generate and send a One-Time Login Link to customers from this tab.

Customer Login Process

Customers can log in via the Customer Login page on your website by entering:

• Mobile Number
• Password
• Date of Birth

Once logged in, customers can view:

• Their booking history
• Payment history
• Installment details
• Any booking-related updates