View and Understand User Transactions

Prerequisites

Roles with access to user transactions:

• Admin

• Head of Project

• Marketing

• Communication

• Membership

How to access to the Transaction section?

Step 1: Click CRM (1) and select the user you want to review (2).

Step 2: On the user detail page, click the Transactions tab.

Understanding the Transactions table

Each row (2) in the table represents one reservation made by the user. It includes the following information:

3. Venue: The location where the reservation was made

4. Party size: Number of guests for the reservation

5. Date: The time user made the reservation

6. Reference: Reservation reference in the PMS

7. Seating area: The seating selected, if applicable

8. Reservation status, which can be: Booked / Confirmed / Canceled

9. Spend: Amount spent for this reservation retrieved from the PMS

10. Source, which can be: App / Chatbot / Company Back Office / Webhook / Other