Customers
The Customers page is everyone who has ever booked with you or made an account, in one searchable list. Use it to look up a guest's history before they arrive, find the people who never finished a booking, tidy up duplicate records, and export a list for a campaign.
Where to find it
Open Customers
Customers sits under Promote in the sidebar.
Clients and guests
Rex keeps two kinds of customer record, and the difference explains most of what looks odd on this page:
| Field | Description |
|---|---|
| Client | Someone who created an account. They can sign in, hold memberships and save payment methods. |
| Guest | Someone who booked without making an account. Rex still keeps their history against their email. |
The same person can appear twice — once as a client and once as a guest — if they booked as a guest before making an account, or used two email addresses. Merging is how you fix that.
The tabs
The four tabs are shortcuts to the groups worth looking at separately:
| Field | Description |
|---|---|
| All | Every customer record you hold. |
| Customers | Anyone with at least one confirmed booking. Your actual customer base. |
| Abandoned | People who started a booking and never completed one. Nothing but abandoned attempts against their email. |
| Members | Anyone on a membership plan. Accounts only, since a guest cannot hold a membership. |
The Abandoned tab is a marketing list. These are people who wanted to book, got as far as your checkout, and stopped — a natural audience for a follow-up offer.
Find a customer
Search matches on name, email and phone — type into Search and press Enter. For anything more specific, use Filter, which stacks conditions on top of whichever tab you are on. The button shows a count of how many filters are active, and Reset clears them.
The list itself shows:
| Field | Description |
|---|---|
| Name | The customer's name, or No name if they never gave one. |
| The email their bookings are tied to. | |
| Phone | Their contact number. |
| Member ID | Their membership identifier, if they are a member. |
| Reservations | How many bookings they have made. |
| Total Spent | What they have spent with you across all bookings. |
| Last Visit | When they were last in. |
Sort by any of these by clicking its column header — Total Spent and Last Visit are the useful ones for spotting regulars and lapsed guests.
Open a customer's profile
Click any row to open that customer. Their profile collects everything Rex knows about them:
| Field | Description |
|---|---|
| Overview | The summary — spend, visits and key dates. |
| Guest Details | Their contact details. |
| Reservation History | Every booking they have made. |
| Memberships | Any membership plans they hold. |
| Waivers | Waivers they have signed. |
| Linked Profiles | Other records for the same person, such as a guest record alongside their account. |
Linked Profiles is where you spot duplicates worth merging. If a regular's spend looks too low, check here — the rest of their history is probably on a second record.
Add a customer by hand
Click Create Customer to add someone who has not booked online — a phone booking, a walk-in you want on file, or a member you are setting up.
| Field | Description |
|---|---|
| First Name | Required. |
| Last Name | Required. |
| How Rex ties their future bookings to this record. | |
| Phone | Include the country code, for example +15555550123. |
Merge duplicate customers
When one person has more than one record, merge them so their history, spend and memberships sit in one place.
Select the records to merge
Tick the checkbox on each record for the same person. Once two or more are selected, a Merge button appears at the top of the page showing how many you have picked.
Choose the primary account
In the Merge Customers window, pick the record to keep. Rex pre-selects the best candidate — a member's account where there is one, otherwise the record with a real account rather than a guest record.
Merging cannot be undone. Every record you did not pick is removed, and their reservations, memberships and payment methods move onto the primary account. Read the confirmation line at the bottom of the window before you confirm — it names exactly who is being removed and who they are moving to.
The primary account holder is sent a password reset email as part of the merge, because their sign-in details may have changed. Expect the guest to ask about it.
Confirm the merge
Confirm, and the records combine. Check the surviving profile afterwards — its Reservations and Total Spent should now cover the full history.
Export your customer list
Export downloads the list as a spreadsheet. It exports exactly what you are looking at, so set the tab, filters and search first, then export.
- On the Members tab, you get your membership list.
- On the Abandoned tab, you get people to win back.
- With filters applied, you get that segment only.
This is the usual way to build an audience for an email tool. Filter to the segment you want, export, then import the file into Mailchimp or Klaviyo.
Troubleshooting
A customer appears twice
They booked as a guest and later made an account, or used two email addresses. Select both records and merge them.
A regular's Total Spent looks too low
Their history is split across more than one record. Open their profile and check Linked Profiles, then merge what you find.
Someone is missing from the Members tab
That tab only shows accounts with a membership. A guest record cannot hold a membership, so if their membership sits on a different record from the one you are looking at, merge the two.
The list is empty
Check whether a tab or filter is narrowing it. No customers found with an active filter count means the filters excluded everyone — click Reset.
A booking is not on the customer's profile
Bookings are tied together by email address. A booking made with a different email becomes its own record. Search that email and merge it in.
Updated Aug 25, 2026
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