Within a Booking/Enquiry - How to update a customers marketing permission

If a customer signed up to your marketing when submitting an online booking or enquiry into Collins, or in person, there are two ways in which you can amend the customers marketing permissions accordingly.

For example, the customer below has opted into Text marketing.

Should the customer get in touch to opt-out of Text marketing or opt into Email marketing too, I can select ‘Edit preferences’ > select the marketing options they wish to opt in to or untick those they wish to opt-out of > Save and make sure to SAVE the booking.

  • Customers section > you can search for customers by first name, last name, email address and phone number. Once you have found the customer > select customer to be brought into their record.

Here you can make any changes to their record, such as name, email address, phone number, company, labels, notes etc.

To amend Marketing Preferences, select ‘Edit Preferences’ in the left-hand side > edit accordingly > Save.

  

Please see this video for more information on how to download your customer data

Enquiries Page FAQs

  1. TRAINING VIDEOS: your Enquiries page
  2. Collins Dashboard - Overview
  3. Collins Dashboard - Internal team notifications
  4. Enquiries Page - Enquiry List
  5. Enquiries Page - How can I see my Confirmed bookings?
  6. Enquiries Page - Sorting enquiries & bookings
  7. Enquiries Page - Booking Status Explained
  8. Enquiries Page - What does it mean to 'Take' an enquiry?
  9. Enquiries Page - Manually adding new enquiries
  10. Enquiries Page - Assigned to me/Assigned to anyone
  11. Enquiries Page - Search Bar
  12. Enquiries Page - Filtering enquiries & bookings
  13. Enquiries Page - Download button
  14. Enquiries Page - CSV Download
  15. Enquiries Page - Downloading Large Enquiry Data Downloads
  16. Enquiries Page - Finding out which bookings were a 'No Show'
  17. Enquiries Page - Find a colleague's 'In Progress' enquiries
  18. Enquiries Page - Notification Centre Explained
  19. Enquiries Page - Keeping your Notification Centre up to date
  20. Enquiries Page - Email bounced notification
  21. Enquiries Page - Where do I see any 'Special Requests' a customer made when making an auto-confirm booking?
  22. Enquiries Page - Sent Messages
  23. Within a Booking/Enquiry - Customer Details
  24. Within a Booking/Enquiry - Saving a booking/enquiry
  25. Within a Booking/Enquiry - Can I manually enter a booking in 1 minute intervals? I.e. 19:04
  26. Within a Booking/Enquiry - Why can I only see the booking details and not the customer details for this booking?
  27. Within a Booking/Enquiry - Tag a booking with a Source (3rd Party, Over The Phone, From Email etc...)
  28. Within a Booking/Enquiry - Booking Details
  29. Within a Booking/Enquiry - Default Duration
  30. Within a Booking/Enquiry - Booking Prompts
  31. Within a Booking/Enquiry - Additional Details
  32. Within a Booking/Enquiry - Commission Box
  33. Within a Booking/Enquiry - Set Up Requirements
  34. Within a Booking/Enquiry - Assign to Areas
  35. Within a Booking/Enquiry - Area Search/Smart Space Finder
  36. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking
  37. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking
  38. Within a Booking/Enquiry - Allocating a seat number to your customer orders
  39. Within a Booking/Enquiry - 'Other Payment' - Recording payments not made using Collins Pay
  40. Within a Booking/Enqiury - Adding a minimum spend
  41. Within a Booking/Enquiry - Invoice/VAT Receipt
  42. Within a Booking/Enquiry - Sending emails to your customers
  43. Within a Booking/Enquiry - Sending attachments in emails
  44. Within a Booking/Enquiry - Stopping a follow-up email being sent to an individual booking
  45. Within a Booking/Enquiry - Remove customer requests from confirmation emails
  46. Within a Booking/Enquiry - Booking History
  47. Within a Booking/Enquiry - PRINT button (function sheets)
  48. Within a Booking Enquiry - Formatting Pre-orders on your Function Sheet
  49. Within a Booking/Enquiry - PRINT Button/Function Sheet (Dietary Requirements and Order Comments)
  50. Within a Booking/Enquiry - Duplicating/copying a booking once
  51. Within a Booking/ Enquiry- Adding Bookings to Multiple Dates
  52. Within a Booking/Enquiry - Sections explained
  53. Within a Booking/Enquiry - Compiling and Sending a Contract
  54. Within a Booking/Enquiry - The importance of using Labels
  55. Within a Booking/Enquiry - Set yourself a reminder
  56. Within a Booking/Enquiry - Adding an Actual Spend/Guest Amount after the booking has taken place
  57. Within a Booking/Enquiry - Find a Customer
  58. Within a Booking/Enquiry - Customer Profile
  59. Within a Booking/Enquiry - Has the customer signed up to your newsletter?
  60. Within a Booking/Enquiry - How to update a customers marketing permission

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