Powerful Client Database

Client Management in MIDAS

Every booking in MIDAS is associated with a client. That connection means your booking records and client records are always linked - you can see a client's full history of bookings, generate invoices addressed to them, and communicate with them without switching to a separate system.

What a Client Record Holds

By default, MIDAS stores the following for each client: name, organisation, email address, postal address, phone numbers, and client notes. Any of these standard fields can be disabled if irrelevant to how you work. If you need to capture something not in the list - a department code, a membership number, dietary preferences - custom client fields can be added.

Importing Existing Client Data

If you have client data in a spreadsheet or another system, MIDAS can import it. This avoids the need to re-enter records manually when you first set up the system.

Booking History and Communication

From any client record you can see all their past and upcoming bookings in one place. You can also send email to the client directly from within MIDAS - useful for one-off correspondence that should be associated with the client rather than a specific booking.

Credit Lines and Invoicing

Each client can have a credit balance maintained against their record. Any outstanding credit is applied automatically to their next invoice. You can also specify a different invoice recipient for a client - useful where bookings are made by one person but invoices need to go to a finance department.

Keeping the Database Clean

Duplicate records can accumulate over time. MIDAS includes a merge tool to combine duplicates into one, and a way to identify and remove inactive clients who have not made a booking in a long time.

Searching and Exporting

The client search in MIDAS lets you find records by name, organisation, email, or any other field. Client data can also be exported to CSV or Excel for use in other tools.

→ Start a free trial to see how MIDAS connects client management with room booking.