Customers & marketing
Customer profiles, data requests and marketing campaigns.
13 articles
How do I find and manage my customer list?
Search, filter and sort your customer directory, add a customer manually, and export the full list as a CSV.
How do I record a customer's preferences, tags and notes?
Open a customer's profile to record allergies, dietary needs, seating preferences, family details, tags, a birthday and staff notes.
How do I flag VIPs (automatically)?
Mark customers as VIP by hand, or let auto-VIP flag them once they reach a visit threshold you choose.
How do I merge duplicates or change a customer's email?
Combine two duplicate customer profiles into one, or move a profile (and all its bookings) to a corrected email address.
How do I handle a customer's data request?
Export a customer's data as a file, erase them on request, and record marketing consent — with password confirmation on every step.
What can ResoFlow marketing do (and what does it cost)?
What the Marketing area includes — campaigns, drafts, templates, image library, results — plus the monthly email quotas and add-ons.
How do I send a marketing email?
Compose a campaign from a prebuilt template or your own HTML, pick recipients, send a test, then send — with the safety checks explained.
Who receives my campaigns — and who is skipped?
Campaigns only reach opted-in customers; learn who gets skipped, how segments narrow the audience, and how unsubscribing works.
How do I reuse drafts, templates and images?
Save campaigns as drafts, reuse designs as templates, and pull images from your shared image library.
How did my campaign perform?
Read the Campaigns tab — delivered, bounced, opened and clicked counts per campaign, with a per-recipient breakdown on click.
Quick answers
Still stuck?
Ask Rezo and get an answer on the spot — or email [email protected].