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.

  1. Within an Enquiry > Customer Profile - you’ll be able to see an overview of what

marketing the customer has opted in for (if you have multiple marketing preferences) or if they have not opted in at all.

For example, the customer below has opted in to Text marketing.

Should the customer get in touch to opt out of Text marketing or opt in to 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.

2. Customers > 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.


Enquiries Page FAQs

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

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