Customer Types and Pricing Levels

TL:DR

• The Customer Types feature in Bookteq allows you to create and assign different customer types with unique names and discount values for your customer making facility bookings.

• This feature enables customers booking at your venue to receive discounted rates for both single and block bookings through the customer portal.

• To use the feature, access the "Customer Types" tab under the "Customers" menu and follow the step-by-step guide below.

• Ensure the customer is an existing user or added as a new customer, set the customer type status to "Active," and provide a discount value above 0% for the assigned customers to receive the discount on booking orders.

Overview

Bookteq's Customer Types (Pricing Levels) feature is a valuable tool which allows you to create and assign custom customer types with distinct names and discount values to customers making facility bookings at your venue. With this enhancement, you can now offer personalised discounts to your customers, enhancing customer satisfaction and loyalty.

Step-by-Step Guide

Accessing Customer Types:

1. Go to the Main menu and click on the Customers tab to access customer data.

2. Here, you will find two tabs: Customers and Customer Types. Click on Customer Types to proceed.

Creating a New Customer Type:

1. On the Customer Types page, click on the Create a New Customer Type button to begin.

2. Fill in the following data fields:

   • Customer Type Name (max 40 characters): Enter a unique name for the new customer type. This field is mandatory.

   • Discount (number/percentage): Select a discount filter or enter a customized discount value. This field is mandatory.

   • Status (Active/Inactive): Choose either 'Active' or 'Inactive' for the customer type status. The default is 'Active,' and this field is mandatory.

   • Assign Customer Type: Use the search functionality to select one or multiple existing customers to assign the new customer type to them. Search by name, email address, or telephone.

   • View and Remove Assigned Customers: You can view the assigned customers and remove them if needed by using the remove icon (only displayed if customers are selected).

   • Send Customer Email Confirmation: Decide whether to send a customer email confirmation by ticking or unticking the checkbox. The default is unticked.

3. Once all the data is filled in, click on Save Changes to create the new customer type.

Creating a New Customer and Assigning a Customer Type:

When creating a new customer, you can either go into the Customer Type and assign a customer type to the new customer or otherwise you can create the new customer and from the drop-down menu, select the appropriate customer type for the newly created customer.

Troubleshooting Questions

1. Why can't I assign a customer type discount to a booking order?

   • Ensure that the customer is an existing user or has been added as a new customer before attempting to assign a customer type.

   • Verify that the customer type status is set to 'Active' to allow the customer to receive the assigned discount.

2. I can't set a discount value 0%. What should I do?

   • The discount value must be set above 0% for customers to receive the discount on a booking order.

   • Ensure that the discount value is within the range of 0% to 100%; admin users cannot enter a discount higher than 100%.

3. Why is the customer not receiving the assigned customer type discount?

   • Check if the customer has a single or multiple bookings to receive the customer type discount on a booking order.

   • Ensure that the customer is assigned to the relevant customer type; each customer can only be assigned one customer type at a time.

By following this guide, you can effectively utilise the Customer Types (Pricing Levels) feature in Bookteq to offer personalised discounts and optimise facility bookings through the customer portal.