Customer Details
How to access: Open a customer profile by going to Customers and clicking the customer’s Customer No.
Permissions: Editing fields and seeing all panels depends on your user role and your organization’s setup.
Overview
The Customer Details page shows everything Tourpaq knows about a single customer in one place:
Contact details (name, email, phone, address)
Activity and history (bookings, offers, service cases, etc.)
A financial summary (turnover, profit, pax counts, and breakdowns)
Use this page when you need to verify customer information, update contact details, or understand the customer’s booking history and value.
Page layout
The page is typically split into three areas:
Customer information (left)
Customer activity & history (center)
Totals summary (right)
Typical workflow
Confirm you’re looking at the right person
Check the name, email, and phone first. If anything looks wrong, verify the customer number from the booking or from the Customers list.
Customer information (left panel)
This panel contains the customer’s contact details and internal indicators. It commonly has two tabs:
Primary: the customer’s main contact details
Secondary: alternative contact details (if your organization uses them)
Common editable fields
These fields are typically editable (depending on permissions):
First Name / Last Name
Email
Phone (and other phone number fields)
Address / Zip Code / City / Country
Common informational fields
These fields are often used for reporting or internal workflows:
Gained Bonus: bonus points accumulated for the customer
Special Guest: marks a customer with special status (meaning is defined by your organization)
Happiness Overall / Happiness Represent.: internal satisfaction/quality metrics (if enabled)
Total Complaints: number of complaints/service records registered for the customer
Remember to save: changes are not stored until you click Update.
Customer activity & history (center panel)
The center panel contains expandable sections. What you see here depends on your setup.
Bookings
Shows the customer’s bookings in a list/table.
BKG. No is usually clickable and opens the booking
Use the available filters to narrow the booking list (for example to find upcoming departures)
Other sections you may see
Offers: offers linked to the customer (if used)
Service Cases: complaints, requests, or support-related records linked to the customer
Old Bookings: historical bookings
Bonus Packages: bonus programs linked to the customer (if used)
Catalog Orders: customer orders (if used)
You can expand/collapse sections individually. If available, use Close all to collapse everything and reduce clutter.
Totals summary (right panel)
This panel is a financial and volume overview based on the customer’s bookings.
You’ll typically find:
Total Turnover (often shown in EUR, depending on configuration)
Booking Numbers (how many bookings are linked to the customer)
Pax Number / Inf Number (passenger and infant counts)
Breakdown totals (for example Insurance, Transfers, Discounts/Supplements, and other categories)
Profit metrics (for example Total Profit and Profit per PAX) if enabled
Use this area to quickly understand the customer’s overall value and what makes up the totals.
Tips
If you don’t see expected sections (Offers, Bonus Packages, etc.), it may be due to permissions or because your organization does not use that module.
If totals look outdated after changes, refresh the page or reopen the customer.
If you discover duplicate customer profiles, use Merge customers (if available to your role).
FAQ
I updated a field, but it didn’t change. Why?
Most updates require clicking Update in the customer information panel. If you navigated away without saving, the changes will be lost.
If you clicked Update and it still doesn’t save, you may not have permission to edit that field.
Why can’t I edit the customer details?
Editing depends on your user role. Some users can view customer data but not change it.
I don’t see bookings for this customer. What should I check?
Ensure you opened the correct customer (verify email/phone).
Check whether a filter is hiding results.
The booking may be linked to a different (duplicate) customer profile.
If you suspect duplicates, use Merge customers.
What does “Special Guest” mean?
This is an internal flag. The exact meaning (and how it should be used) is defined by your organization’s workflow.
What are “Happiness” fields used for?
If enabled, these are internal customer-satisfaction indicators used for quality tracking and reporting.
Why do totals look wrong (turnover/profit/pax)?
Totals depend on what bookings are linked to the customer and how your system calculates turnover/profit.
Common causes:
The customer has no bookings (or bookings are linked to a different profile)
A booking was recently edited and the page hasn’t been refreshed
Profit fields may be hidden/disabled depending on permissions and configuration
How do I get back to the customer list?
Go back to Customers.
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