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How to manage customers

Available with any of the following tiers: Essential, Premium, and Hospitality Plus

Accessible to the following roles: Organization Manager or Manager 

Follow this guide to learn how to manage customers through Hostie, allowing you to block/unblock phone numbers and edit their name, and/or email.

The steps in this guide are the same, whether you're on the Hostie dashboard for the web, the Hostie app for iPhone, or the Hostie app for iPad.

Pro tip: You can block and unblock callers on the same page.

  1. Select 'Settings' on the left-hand menu, then select 'Customers' to bring up the customer search screen.
    how to manage customers
  2. In the search bar, look up the desired phone number or email address.
    how to manage customers 2
  3. Select the customer by selecting the row to bring up the edit customer sidebar on the right-hand side.
    how to manage customers 3
  4. Set the desired name and/or email, then select 'Save'.
    how to manage customers 4

NOTE: "Blocking" a customer will not block customers from calling, emailing, or making reservations outside of Hostie.