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How to create, modify or delete a client file

Create a client file for a guest or company, update its details, or delete it permanently. Client files with bookings or invoices cannot be deleted — merge duplicates instead.

Overview

A client file holds the details of a guest or a company: name, email, phone, address and, for companies, the VAT number. Amenitiz uses these details to link bookings, send emails and issue invoices. This article shows how to create, modify and delete a client file.

Step by step

Create a client file

  1. In the sidebar, click Clients.

  2. Click Create.

  3. Under Client Type, select Person or Company, then fill in the details.

  4. Click Create Client.

Modify a client file

  1. In the sidebar, click Clients.

  2. Click the client's name to open their file.

  3. Click Edit client account.

  4. Change the details you need, then click Update Client.

Delete a client file

⚠️ Warning

Deleting a client file is permanent and cannot be undone. The client's comments and saved cards are deleted with it. A client file with bookings or invoices cannot be deleted.

  1. In the sidebar, click Clients.

  2. Next to the client, click ⋯, then Delete.

  3. Confirm the deletion.

Frequently asked questions

Why is Delete greyed out?

Because the client has bookings or invoices. A client file with bookings or invoices cannot be deleted, so your booking and invoice history stays complete. Hover over Delete to see this message. If the file is a duplicate, merge it into the other file instead: How to merge duplicate client files.

Can I issue an invoice from a client file?

Yes. See How to generate an invoice from the client file.

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