How do I view the info we have for a particular customer?

For the full profile of a customer, use the global search on the left hand side:

• Enter the name of the individual. Select the individual for the results

• You can now see their full profile; 

  • Email address, phone number and team allocation (‘Account’ tab)

  • Booking they have made (‘Sales’ tab)

  • Invoice history (‘Invoices’ tab)

Alternatively, to simply see upcoming bookings, use the calendar view and filter by customer name.