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Creating a contact list based on bookings

Learn how to create contact lists based on customer booking data, including booking status, location, dates, check-ins, number of people, and more.

Written by Mishal Ahamed Ibrahim

How to create a contact list based on bookings

  1. Go to CRM → Lists.
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  2. Click Add list.

  3. Select either Dynamic list or Static list, depending on your needs.
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  4. On the right-hand side, click Filter group.

  5. Select Booking as the filter type.
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  6. Under Booking attributes, select the information you want to use to filter your contacts. You can choose from:

    • Number of bookings

    • Location

    • Booking status

    • Starts at

    • Ends at

    • Checked in

    • Checked in at

    • Number of people

    • Prepaid amount

    • Company name

    • Source

    • Created at

  7. Configure the condition based on the contacts you want to include in your list. For example, you could filter contacts based on a specific booking location, booking status, or booking date.

  8. Once you've configured the desired filters, click Activate to generate and activate the list.

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