Removing and deleting customer types

You can remove a customer type from a single availability or multiple availabilities at once by following these steps.

Important Notes

• When a customer type is removed from an availability, it will no longer be bookable for that specific date and time.

• If any bookings were previously made with the removed customer type, the customer type will still be included on those bookings.

• Removed customer types will not be shown when viewing customer type capacities on an availability.

  For example, if 1 Adult and 2 Children were booked for a tour and the “Child” customer type was removed, the overall capacity will still say 3 people, but only the customer type capacity for Adults will be shown.

  

To remove a customer type from an item:

1. Go to the Items section of your Dashboard and choose the item you want to update.
2. Go to Options & Prices.
3. Click the Edit icon next to the customer type you want to remove.
4. Click the Remove button.
5. A pop-up will appear asking you to confirm. Click OK.
6. Repeat these steps for any other items you want to update.

Important Notes

• When a customer type is removed from an item’s settings, it can no longer be added to future availabilities for that item.

• Existing availabilities and bookings already using that customer type will not be affected. This means you can still book the deleted customer type on an existing availability that is using it.

• To remove the customer type from existing availabilities as well, follow these steps.

• Note: After removing a customer type from an item, if there are any previous or past bookings with that customer type, it will appear in the “Deleted” section in the dropdown menu of the availability updater when adding or removing customer types.

To delete a customer type from your entire Dashboard:

1. Go to Settings > Customer Types.
2. Click Edit next to the customer type you want to delete.
3. Click the Delete button.
4. A pop-up will appear asking you to confirm. Click OK.

Important Notes

• When a customer type is deleted from your Dashboard’s settings, it will no longer be available to add to items or availabilities.

• Existing items, availabilities, and bookings already using that customer type will not be affected. This means the deleted customer type will still be available on items that it has already been added to, and you will still be able to book it on existing availabilities.

• You will still have the option to include deleted customer types when generating a Customers report. If a customer type has been deleted, it will be noted as such.

  

• Note: After deleting a customer type from your Dashboard, if there are any previous or past bookings with that customer type, it will appear in the “Deleted” section in the dropdown menu of the availability updater when adding or removing customer types.

If you delete a customer type from your Dashboard then add another one with the same name, it will still be considered a different customer type. This is because each customer type created in your Dashboard Settings has a unique ID assigned to it. You can view these IDs by going to Settings > Customer Types and checking the “Show IDs” box.

Similarly, if you add a new customer type to an availability in place of a previously deleted one, be sure to rebook any existing bookings to the current customer type (learn how to do this). This will ensure that the system accurately displays your customer type counts and capacities, and is especially important if the availability has one or more exclusive customer types.