Customers and contacts

CRM holds every customer your organisation works with or sells to.

There are two kinds of customer:

• Organisations: a company or group.

• Individuals: one person. An individual can be a contact at an organisation.

Customers are added in two ways:

• By hand: select New Record in CRM.

• From Booking: each new booking adds the customer as an individual.

You can turn an individual into an organisation, and add people as contacts at an organisation.

Good to know:

• Use Active, Inactive and Archived to filter the list. Your column layout is saved as My layout, which only you see.

• Staffing needs a customer for every event, picked from your CRM list.

• People who use your website chat aren't linked to customer records yet.

Updated 2026-10-24