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 - How to use the filter tool [VIDEO]
  14. Enquiries Page - Download button
  15. Enquiries Page - CSV Download
  16. Enquiries Page - Downloading Large Enquiry Data Downloads
  17. Enquiries Page - Finding out which bookings were a 'No Show'
  18. Enquiries Page - Find a colleague's 'In Progress' enquiries
  19. Enquiries Page - Notification Centre Explained
  20. Enquiries Page - Keeping your Notification Centre up to date
  21. Enquiries Page - Notification Centre Explained [VIDEO]
  22. Enquiries Page - Email bounced notification
  23. Enquiries Page - Where do I see any 'Special Requests' a customer made when making an auto-confirm booking?
  24. Enquiries Page - Sent Messages
  25. Within a Booking/Enqiury - The DMN Reference Number
  26. Within a Booking/Enquiry - Customer Details
  27. Within a Booking/Enquiry - Saving a booking/enquiry
  28. Within a Booking/Enquiry - Can I manually enter a booking in 1 minute intervals? I.e. 19:04
  29. Within a Booking/Enquiry - Why can I only see the booking details and not the customer details for this booking?
  30. Within a Booking/Enquiry - Tag a booking with a Source (3rd Party, Over The Phone, From Email etc...)
  31. Within a Booking/Enquiry - Booking Details
  32. Within a Booking/Enquiry - Booking details tab [VIDEO]
  33. Within a Booking/Enquiry - Default Duration
  34. Within a Booking/Enquiry - Booking Prompts
  35. Within a Booking/Enquiry - Additional Details
  36. Within a Booking/Enquiry - Commission Box
  37. Within a Booking/Enquiry - Set Up Requirements
  38. Within a Booking/Enquiry - Booking Set Up Requirements [VIDEO]
  39. Within a Booking/Enquiry - Assign to Areas
  40. Within a Booking/Enquiry - Area Search/Smart Space Finder
  41. Within a Booking/Enquiry - Area Search/Smart Space Finder [VIDEO]
  42. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking
  43. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking [VIDEO]
  44. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking
  45. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking [VIDEO]
  46. Within a Booking/Enquiry - Allocating a seat number to your customer orders
  47. Within a Booking/Enquiry - 'Other Payment' - Recording payments not made using Collins Pay
  48. Within a Booking/Enquiry - Card Authentication and Other Payments [VIDEO]
  49. Within a Booking/Enqiury - Adding a minimum spend
  50. Within a Booking/Enquiry - Invoice/VAT Receipt
  51. Within a Booking/Enquiry - Invoices [VIDEO]
  52. Within a Booking/Enquiry - Sending emails to your customers
  53. Within a Booking/Enquiry - Sending attachments in emails
  54. Within a Booking/ Enquiry - Sending emails to your customers [VIDEO]
  55. Within a Booking/Enquiry - Stopping a follow-up email being sent to an individual booking
  56. Within a Booking/Enquiry - Remove customer requests from confirmation emails
  57. Within a Booking/Enquiry - Booking History
  58. Within a Booking/Enquiry - Booking History [VIDEO]
  59. Within a Booking/Enquiry - PRINT button (function sheets)
  60. Within a Booking Enquiry - Formatting Pre-orders on your Function Sheet
  61. Within a Booking/Enquiry - PRINT Button/Function Sheet (Dietary Requirements and Order Comments)
  62. Within a Booking/Enquiry - Duplicating/copying a booking once
  63. Within a Booking/Enquiry - Adding Bookings to Multiple Dates
  64. Within a Booking/Enquiry - Sections explained
  65. Within a Booking/Enquiry - Compiling and Sending a Contract
  66. Within a Booking/Enquiry - Contracts [VIDEO]
  67. Within a Booking/Enquiry - The importance of using Labels
  68. Within a Booking/Enquiry - Set yourself a reminder
  69. Within a Booking/Enquiry - Adding an Actual Spend/Guest Amount after the booking has taken place
  70. Within a Booking/Enquiry - Find a Customer
  71. Within a Booking/Enquiry - Customer Profile
  72. Within a Booking/Enquiry - Has the customer signed up to your newsletter?
  73. Within a Booking/Enquiry - How to update a customers marketing permission
  74. Within a Booking/ Enquiry- How to delete a booking/enquiry

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