Customer Events
Activity from your customer portal
What are customer events?
Customer Events is your action center for activity coming from the customer portal. Whenever a customer does something on their side, it shows up here so you can follow up.
The top of the screen shows stat cards for Pending, Urgent, Actioned, and Dismissed events, and you can filter the list by status and by event type.
What types of events are there?
Events cover the main things customers do in the portal:
- Time Slot Booked — a customer booked an appointment slot
- Time Slot Cancelled — a customer cancelled a slot
- Profile Updated — a customer changed their profile details
- Preferences Changed — a customer updated their preferences
- Reorder Requested — a customer asked to reorder
- Birthday Offer Activated — a customer activated their birthday offer
Each type has its own icon and color so you can spot them at a glance.
How do urgency and quick actions work?
Pending events can be flagged as urgent or as a warning, and those cards are highlighted with a colored border so time-sensitive items stand out.
On a pending event you get quick actions:
- Create Appointment — available for a booked time slot, it opens the appointment form pre-filled with the slot time and marks the event as actioned
- View Customer — jumps to the customer's profile
- Dismiss — clears the event once you've handled or don't need it
Actioned and dismissed events stay accessible through the status filters.
How is this different from Customer Requests?
Customer Events is an automatic feed of things customers do in the portal — bookings, cancellations, profile and preference changes, reorder requests, and birthday offer activations.
Customer Requests is a separate inbox for messages customers actively send you, such as product questions, stock checks, consultation or party-hosting requests, and feedback. In short: events are notifications about portal activity, while requests are direct enquiries waiting for your reply.