Guides

Customers

The customers tab in Simple Bookin allows you to add, delete, edit and view the details of all your business customers. Here you can view customer’s information like their Names, Company Name, Email, Mobile and currency of the customer. To view the full details of the customer, click on Action, then click on details from the drop down menu. 

Understanding Customers in Simple Bookin

A customer in Simple Bookin refers to an individual, business or an organization from whom you expect to receive or already receive payment from. You will need to set up customers account for every person who buys from your business. Or you can create one customer account to record all customer who are not frequent. For example you can create a customer account called “Work in Customers”. When creating a customer’s account you can add customer’s debt under opening balance.

How to Create New Customers

To create new customer;

  • Go to your dashboard and click on
  • Click on Add New
  • On the next page fill out the form
  1. Name: Name of the customer
  2. Company Name: Name of the customer company, if they have
  3. Opening Balance: Amount of debt the customer owes you
  4. Email: the customer’s email
  5. Mobile: The phone number of the customer
  6. Country: The country of the customer or the customer’s business
  7. Currency: The customer currency or the currency you deal with the customer
  8. Vat ID: The Tax number of the customer
  9. REG NO: The business registration number of the customer business
  10. City: The city of the customer’s business
  11. State: The state of the customer’s Business
  12. Address: The exact address of the customer
  13. Remark: Here is can specify any specification about the customer
  14. Profile Picture: You can also upload the picture of the customer or their logo

To Edit, View Details and Delete customer;

  • Go to your dashboard and click on
  • You will see a list of all your customers, click on the Action Button corresponding to the customer
  • After clicking the action button, you can click on edit from the drop-down list.
  • To View a customer’s full detail, click on details from the drop-down list
  • To delete a customer, click on delete from the drop-down list (Note: If you delete a customer, all their records and transaction will be deleted.)