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CRM Fields Explained

Understanding the different fields in the Now Book It CRM and what they show

The Now Book It CRM allows you to pull information from your contacts or their visit history to add specific information into the emails they receive.

To access the CRM, click the "CRM" box in the upper right corner from your Admin (www.admin.nowbookit.com) page. Once you've logged in, you can see Fields by going to Contacts > Fields.

  

 

 

 

 

 

 

 

 

 

 

Fields Explained

Field Name System Name Type Field Action
First name first_name Text First name of contact
Last name last_name Text Last name of contact
Email address email Text Email of contact
Mobile number mobile_number Mobile Number Mobile number of contact
Gender gender Single choice (dropdown/radios) Gender of contact
Date of birth date_of_birth Date Date of birth for contact
Creation date created_at Date Date of contact creation
Local local Single choice (dropdown/radios) If the contact is a local customer
Age age Derived Field Age of customer
Signup source signup_source Text Where the customer enrolled
Contactable by contactable_by Contactable By How the customer wants to be contacted
Next Booking Location next_booking_location Text Where the next booking will occur
Days before next booking days_before_next_booking Formula Number of days before next booking
Next Booking Service next_booking_service Text The service for the next booking
Next Booking Date next_booking_date Date Date of the next booking
Next Booking Covers next_booking_covers Number Number of people in the next booking
Next Booking Status next_booking_status Text Status (confirmed, cancelled, etc) for the next booking
Next Booking Time next_booking_time Text Time of the next booking
Last Location Visited last_location_visited Single choice (dropdown/radios) Last booking location
Visits Locations visits_locations Multiple choice (checkboxes) Number of venues visited
Average booking covers average_booking_covers Number Average number of people across bookings
Service periods booked service_periods_booked Multiple choice (checkboxes) Which services have been booked
First visit date first_visit_date Date Date of first booking
Weekdays visited weekdays_visited Multiple choice (checkboxes) Which weekdays customer has booked
Expected next visit date expected_next_visit_date Date Based on previous data, when the system expects a next booking
Last visit date last_visit_date Date Date of last booking
Total visits total_visits Number Total number of bookings
Visit frequency visit_frequency Single choice (dropdown/radios) How frequent the customer books
Days since last visit days_since_last_visit Formula Days since the last booking
Now Book It ID now_book_it_id Key - Indexed Now Book It venue ID