Introducing the Customers application

A single place to view all customer details and transactions

We’re excited to introduce the all new Customers application to the BaseKit Platform. 

This new feature is an exciting development at the heart of our BaseKit Connect roadmap to connect the many separate steps of transacting online into a simple and repeatable workflow.

The customers application offers:

Full automatic transaction history import

The app automatically imports all previous Store and Bookings customer details and transactions with new information imported in real-time.

CSV export

Users can export their customers details and transactions to a csv file to share with other software such as email and finance apps.

GDPR anonymisation

If requested, users can remove any personally identifiable customer information and anonymise their customer transaction history while maintaining accurate financial data.

Cross device functionality

Like always, it’s fully functional on mobile and desktop devices.

No added cost

This feature adds value to your customers’ existing package at no extra cost to them or our partners.

No configuration required

There is no additional configuration required by partners to deploy the application.

This feature is available immediately for all partner customers with packages that include BaseKit Store or BaseKit Bookings.

Desktop Customer Demos

We’ve created a desktop customer video demo of the Customers application in English. The video is white labelled to allow our partners to add their own branding /editing should they wish to.

We are happy to provide alternative language demos for non-english speaking partner customers – please contact your account manager to make a request.

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Privacy Policy

  1. Introduction This privacy policy sets out how we use and protect any information that you provide to BaseKit. We are committed to ensuring that your privacy is protected. Any personal information you provide when using our products or services will only be used in accordance with this policy. Note that this policy does not cover how we use and protect information provided to us from website builder customers. If you are a Go Sitebuilder customer, please see the Go Sitebuilder Privacy Policy. If you are a customer of another company that offers BaseKit’s website builder, please see the company’s privacy policy available via their website. We may change this policy from time to time by updating this page. You should check this page to ensure that you are happy with any changes. This policy is effective from January 2019.  

2. What information we collect We may collect the information you provide when you get in touch with us via the website, email, or phone.
  • You transfer your information to us via the website by filling in and submitting a form. We offer a number of different forms to help you find out more about the products and services we offer.
  • We have a number of different email addresses you can use to contact us. If you’re not sure which one to use then we recommend you send an email to support@basekit.com
  • We don’t provide a central phone number but BaseKit team members may provide their direct phone number for you to contact them.
 

3. How we use the information The information that we collect and store about you is primarily used to help us to stay in touch with you to provide our products and services. However, we may also use your information:
  • To improve our products and services
  • To send promotional email communications about special offers, news, product updates or other information which we think you may find interesting
  • To contact you for market research purposes
Note that we will only use your information as described in 3 and 4 above when you have explicitly opted in to receive such communications. You may opt out of these communications at any time by clicking the Unsubscribe link in any email or by sending a request to support@basekit.com  

4. Storing your personal data We store the data we collect using third party tools such as CRMs and databases. Any data we store is only accessible directly by a small number of authorised staff. The third parties that we use may store your data in locations outside of the EEA. We carefully review each supplier to ensure they handle data in line with this policy. We will store your data for as long as you remain a customer of BaseKit, or where you have actively been in contact with us about our products and services. We will keep data for up to 5 years if you’re not a customer or if we don’t hear from you.  

5. Security We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic, and managerial processes to secure and safeguard the data we collect and store. The transmission of information via the internet is not completely secure and we cannot guarantee the security of data sent to us electronically. The transmission of data is entirely at your own risk.  

6. How we use cookies A cookie is a small file which allows websites and apps to identify individual users and store information about each user’s preferences. A cookie does not give access to any more information than a user chooses to provide. We use cookies:
  • To identify where visitors to the website came from
  • To identify the content that is being viewed
The third party suppliers that we work with may also use cookies for similar purposes. We carefully review each supplier to ensure they handle data in line with this policy. You may choose to enable or disable cookies. Most web browsers automatically enable cookies, but you can usually modify a browser’s settings to disable cookies if you prefer. If you disable cookies you may not be able to take full advantage of our websites.  

7. Disclosing your information We may disclose your information to third party suppliers that we work with to provide our products and services. We carefully review each supplier to ensure they handle data in line with this policy. We may also disclose your information where we are required to do so by law.  

8. Controlling your personal information You may choose to restrict the collection or use of your personal information in the following ways:
  • When providing any information to BaseKit via this website, you may opt in to receive promotional email communications.
  • If you receive a promotional email, you may opt out by clicking the Unsubscribe link at the bottom of the email.
  • At any time you can opt out of promotional email communications by sending a request to support@basekit.com
  • If you would like us to delete all the information we have collected about you, send a request to support@basekit.com
  • If you would like to otherwise restrict the use of the information we have collected about you, send a request to support@basekit.com
  • Should you wish to access the information we hold about you, please send a request to support@basekit.com
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