Managing Your Customer Contacts

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Every reservation requested via Dockwa from a new boater will automatically create a new contact in your marina's Dockwa database.  All of these new contacts can be viewed and managed via the "Customers" tab on your dashboard. Dockwa is your CRM, or customer relationship management system.

The "Customers" tab offers the following functions:

Export your Customer List

Pull a report of all your customer contacts.  Use this information to set up email marketing campaigns. 

Search Existing Customers

In the search bar, you can filter your contacts by name, email, or phone number. This helps you to easily pull up an existing contact.

Create New Customers

Click "New Contact" to manually create a new customer in your Dockwa database

Import Customers from the Dockwa Network

Import new Customer data directly from their personal Dockwa account using the "Search" tool.  If a customer contact does not already exist in your marina's customer list in Dockwa, but they do have an existing account with Dockwa, you can import their contact, boat, and credit. card info from the Dockwa network by entering the email address from their Dockwa account into the Search Bar 

Edit Existing Contact

You can edit a contact's information by clicking on an existing contact. Once you have opened the contact you can view, edit, and add new contact info, reservation info, boat info, and credit card info for that contact.

Create a New Reservation By clicking "New Reservation" next to an existing contact, you can easily create a new reservation using that customer's information.
 
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