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Reference

The kinds of customer you can record

Every customer is one of these. The list is deliberately closed: before it, a free-text tag box grew into a second and unreliable way of saying what a customer was, with “VIP”, “2023” and “do not call” all filed as the same kind of fact.

TypeAsks for a contact name
IndividualNo — they are their own contact
Corporate / BusinessYes
FamilyYes
GroupYes
Event plannerYes
AgencyYes

“Repeat client” is not on this list because it is not something anybody sets. It is worked out from how many bookings a customer has, so it cannot be true of somebody who has only ever booked once.

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