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The customer statuses and the categories can be configured in Customer Care. You can find the configuration module below ‘Configuration’ → ‘Customer Status’.

Info

Please note that starting February 2024, this will become available to all the Maxxton Software clients. Just make sure to add the module ‘Customer Care’ into one of your roles and assign the permission ‘Customer Care - Customer Status Configuration’.

How to configure the categories?

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Some notes on the different fields:

Name

The name of the new category. By default this will be created in your active language, however, you can add more translations after creating the category.

Code

The code of the new category. This code is language independent.

Description

You can (optionally) add a description of the category to explain the usage of this category. Visible in the list mode of the customer status categories.

Update mode

Using this setting it is possible to specify where the values would come from. There are three different options;

  • Automatic; this would mean that the active customer status in the category per customer would be assigned based on the configured rules. This will be calculated per night.

  • Manual; the system wouldn’t set any value automatically. The different levels (customer statuses) will only be set manually by the employees.

  • External; this is just an indicator to tell the user that the values are going to be set automatically. It is expected that the values would be determined by an external system and the values will be pushed by API. However, it wouldn’t automatically enable an integration, that would be a separate step.

Manual override allowed

If the update mode is set to either automatic or external it is possible to configure if it is allowed for a user to override the value manually. If the toggle button is on (enabled), it means a user with the right permissions can manually change the value.

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How to configure the customer statuses?

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In the wizard, it is possible to enter all the details. Please note that the Name and code are mandatory.

Field name

Comment

Name

The name of the customer status. Can be translated in the next step.

Mandatory

Code

Code of the customer status. Used for language independent reporting/statistics. Can’t contain whitespace.

Mandatory

Description

Full description of the customer status.

Optional

Colour

With the colour picker it is possible to select a colour. This colour will be used for the customer status badges and will help you to easily identify the customer status.

Mandatory

Icon

It is possible to upload you own image/icon that can be used in to show in the customer status

Optional

Display as

Choose from three options:

  • Name and Icon

  • Name

  • Icon

This is to configure how the customer status badge should look like in Maxxton Software. This is a setting for the future, currently it will always only show a badge with the name, but in the future we’ll look at this setting.

Mandatory

How to translate a Customer Status?

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This can be done by going to the customer profile, possible in both the reservation manager and customer care.

For more details visit the page How to change the customer status manually?