<p class="scribe-description">Esta gu&iacute;a proporciona un proceso sencillo para <strong>editar la informaci&oacute;n del cliente</strong> y gestionar reservas dentro del sistema CRM CoverManager. Es esencial para los usuarios que desean actualizar <strong>eficientemente los datos</strong> de los clientes, a&ntilde;adir nuevas reservas o comunicarse con ellos por correo electr&oacute;nico o SMS. Al seguir estos pasos, los usuarios pueden <strong>garantizar registros precisos </strong>de los clientes y mejorar su experiencia de interacci&oacute;n con ellos.</p>
<p class="scribe-description">&nbsp;</p>
<p class="scribe-description"><strong><span style="font-size: 14pt;"><span style="color: #000000; font-family: 'Public Sans', ui-sans-serif, system-ui, sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Noto Color Emoji'; white-space: pre; background-color: #f1c40f;"><a style="background-color: #f1c40f; color: #000000;" href="https://scribehow.com/embed-preview/Listado_de_clientes_editar_un_cliente_concreto__1yVBPS4fRR2oqCGOFk029w?as=video">Ver video tutorial</a></span></span></strong></p>
<p class="scribe-description">&nbsp;</p>
<div class="scribe-step">
<p class="scribe-step-text">1. Click en la cara que se encuentra a la izquierda para abrir "CRM"<strong>.</strong></p>
</div>
<p class="scribe-screenshot-container"><img class="scribe-screenshot" src="https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-10-11/47a297d5-1c4c-4656-8b7f-5c3d1f2d3fce/ascreenshot.jpeg?tl_px=0,0&amp;br_px=1075,600&amp;force_format=jpeg&amp;q=100&amp;wat_scale=95&amp;wat=1&amp;wat_opacity=1&amp;wat_gravity=northwest&amp;wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/EAB308_standard.png&amp;wat_pad=-8,116" alt="" width="560" /></p>
<div class="scribe-step">
<p class="scribe-step-text">2. Click <strong>"Listado de clientes"</strong></p>
</div>
<p class="scribe-screenshot-container"><img class="scribe-screenshot" src="https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-10-11/f5694cd8-9898-492c-b9c3-fad5d119cfa2/ascreenshot.jpeg?tl_px=0,0&amp;br_px=1075,600&amp;force_format=jpeg&amp;q=100&amp;wat_scale=95&amp;wat=1&amp;wat_opacity=1&amp;wat_gravity=northwest&amp;wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/EAB308_standard.png&amp;wat_pad=70,166" alt="" width="560" /></p>
<div class="scribe-step">
<p class="scribe-step-text scribe-step-tip">Tip: Para editar cliente:</p>
</div>
<div class="scribe-step">
<p class="scribe-step-text">3. Click en el &iacute;cono del ojo ubicado en la<strong> parte derecha </strong>del apartado del cliente para <strong>"editar cliente"</strong>.</p>
</div>
<p class="scribe-screenshot-container"><img class="scribe-screenshot" src="https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-10-11/2f9c0507-4552-4347-b215-0e250f904261/ascreenshot.jpeg?tl_px=371,35&amp;br_px=1447,636&amp;force_format=jpeg&amp;q=100&amp;wat_scale=95&amp;wat=1&amp;wat_opacity=1&amp;wat_gravity=northwest&amp;wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/EAB308_standard.png&amp;wat_pad=960,265" alt="" width="560" /></p>
<div class="scribe-step">
<p class="scribe-step-text">4. Cuando se te abra la informaci&oacute;n del cliente, haga click en<strong> "EDITAR DATOS" </strong>para editar los datos del cliente.</p>
</div>
<p class="scribe-screenshot-container"><img class="scribe-screenshot" src="https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-10-11/d29dd674-616f-4694-82cd-2b8b3e3b6819/ascreenshot.jpeg?tl_px=0,311&amp;br_px=1075,912&amp;force_format=jpeg&amp;q=100&amp;wat_scale=95&amp;wat=1&amp;wat_opacity=1&amp;wat_gravity=northwest&amp;wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/EAB308_standard.png&amp;wat_pad=160,319" alt="" width="560" /></p>
<div class="scribe-step">
<p class="scribe-step-text">5. Una vez que haya <strong>finalizado</strong> la edici&oacute;n, por favor, haga clic en<strong> "GUARDAR CAMBIOS".</strong></p>
<span style="font-size: 12pt;"> </span></div>
<p class="scribe-screenshot-container"><span style="font-size: 12pt;"><img class="scribe-screenshot" src="https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-10-11/f83427f8-8702-494a-b081-517698587037/ascreenshot.jpeg?tl_px=371,311&amp;br_px=1447,912&amp;force_format=jpeg&amp;q=100&amp;wat_scale=95&amp;wat=1&amp;wat_opacity=1&amp;wat_gravity=northwest&amp;wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/EAB308_standard.png&amp;wat_pad=853,506" alt="" width="560" /></span></p>
<div class="scribe-step">
<p class="scribe-step-text scribe-step-tip"><span style="background-color: #2dc26b; font-size: 12pt;">Tip: Para a&ntilde;adir una nueva reserva a un cliente:</span></p>
<span style="font-size: 12pt;"><strong> </strong></span></div>
<div class="scribe-step">
<p class="scribe-step-text">6. Click en<strong> "A&Ntilde;ADIR RESERVA" </strong>y rellena los datos.</p>
</div>
<p class="scribe-screenshot-container"><img class="scribe-screenshot" src="https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-10-11/e7d4e0e7-f486-4bec-b505-c8bd96ef1b75/user_cropped_screenshot.jpeg?tl_px=0,0&amp;br_px=1185,662&amp;force_format=jpeg&amp;q=100&amp;width=1120.0&amp;wat=1&amp;wat_opacity=1&amp;wat_gravity=northwest&amp;wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/EAB308_standard.png&amp;wat_pad=357,23" alt="" width="560" /></p>
<div class="scribe-step">
<p class="scribe-step-text scribe-step-tip">Tip: Si desea enviar un<strong> email/sms a un cliente concreto:</strong></p>
</div>
<div class="scribe-step">
<p class="scribe-step-text">7. Haga click en "Enviar email" para redactar el mensaje que desea enviar al cliente.</p>
</div>
<p class="scribe-screenshot-container"><img class="scribe-screenshot" src="https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-10-11/c5b9b5f7-4964-4464-b537-4c7d88c0c1d9/user_cropped_screenshot.jpeg?tl_px=0,0&amp;br_px=1185,662&amp;force_format=jpeg&amp;q=100&amp;width=1120.0&amp;wat=1&amp;wat_opacity=1&amp;wat_gravity=northwest&amp;wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/EAB308_standard.png&amp;wat_pad=518,20" alt="" width="560" /></p>
<div class="scribe-step">
<p class="scribe-step-text">8. Haga click en "Enviar SMS" para redactar el mensaje que desea enviar al cliente.</p>
</div>
<p class="scribe-screenshot-container"><img class="scribe-screenshot" src="https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-10-11/5be9ad22-434f-4476-bd2a-18b65aaf023c/user_cropped_screenshot.jpeg?tl_px=164,0&amp;br_px=1349,662&amp;force_format=jpeg&amp;q=100&amp;width=1120.0&amp;wat=1&amp;wat_opacity=1&amp;wat_gravity=northwest&amp;wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/EAB308_standard.png&amp;wat_pad=524,19" alt="" width="560" /></p>

Listado de clientes

Editar un cliente concreto

Experiences

Business configuration

Fonctionnalités

Réservations

Settings

Data

Ajustes

Datos

Bookings

Customer list

Configuration

Floor plans

Configuración

Planos de sala

Reservas

Día

How to start

Cómo Empezar

Liste d'attente

Réglages

Type de réservation (empreinte bancaire / produits prépayés)

Event

Software

Types of bookings

Tag manager

Gestor de etiquetas

Tipos de reservas

Users

Usuarios

Plan de salle

Boutique en ligne

Booking type

Tipo de reserva

Month

Marketing

Expérience Client

Customer experience

Experiencia cliente

Booking Inbox

Inbox reservas

Online store

Tienda online

Bookings Activity Inbox

Inbox actividad reservas

Serveurs

Integrations

Integraciones

Inbox Ratings

Inbox valoraciones

Reports

Informes

File d'attente

Legal

Ecommerce Inbox

CoverAssistant

Inbox ecommerce

Waiters

Camareros

ChannelManager

Payment management

Gestión de cobros

Billing

Facturación

Configuración de negocio

Eventos

Tickets

Guestlists

Equipos y RRPP

Peticiones

CRM-Listado de clientes

Código de descuento

App de escaneo

Web de venta

GuestsLists

Teams and PR

Requests

CRM-Contact List

Help links

¿En qué podemos ayudarte?