Page Comparison

Users have a variety of methods to search for existing customer records to see if a record exists and review customer information. In addition, when a record is selected the search results will conveniently be displayed to allow the user to quickly switch between multiple records.

The customers module provides tons of useful information on ALL customers in a center. Even though the customer data cannot be changed, the module offers extremely useful stuff like an agenda that shows upcoming classes the customer will attend or any emergency contact information.

Step-by-Step Guide

There are several ways to search for personnel records; Quick Search, Advanced Search, and Advanced Query Search.

Quick Search

The quick search is used by typing text in the search box and hit "Search". It checks the entered text against applicable fields on all personnel records and will return any possible matches.

When the entered text matches more than one field users will see multiple results.

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Advanced Search

Perform more in-depth searches by expanding the advanced search dialog.

The advanced search allows users to specify values for fields.

Click search and the personnel record fields matching will be listed.

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Advanced Query Search

The search box allows users to enter searches on specific fields (similar to what appears in the search box after performing an advanced search). 

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The syntax used is the name of the advanced search field, a colon, then the search criteria.

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This shows three different searches:

• Last Name = lastname
• Accont Type = accounttype
• Status = status

These commands can be combined together or with generic text to quickly narrow down the results.

Result Detail Search

When a result is selected and the details are displayed the search results will remain listed on the left side of the screen.

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The results can be limited by typing in the search box and filter the remaining records.

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Navigate a Customer Record

Customer Heading

There is a variety of information available to users about a selected customer. When a customer profile is opened users will see basic information in the customer heading along with the customers picture. The customer heading gives an at-a-glance view of the customer name, membership plan (if applicable), primary billing indicator and also offers users the option to open the customers barcode or call the customer.

Agenda

Shown by default, the agenda tab shows the activities the customer is enrolled in and highlights any that are happening today. Each class activity can be selected for more details.

Profile

The profile tab provides users with essential details about the customer. There is basic contact information for the customer, birth date and some helpful flags that show if they are active, allowed entry, have a signature on file and if their ID has been verified.

Users will also see a list of any emergency contacts listed for the member. The contacts will be sorted with the "primary" being at the top. 

Plan

The plan tab will always be displayed and will show any current or previous membership for the customer. If the customer has had more than one plan only the most recent one will be displayed.

If the customers plan is a multi-member plan users will see a "members" list that will display all customers on the membership plan.

Health

The health tab will show basic health related information on the customers record. This allows users quick access to vital information if any health related questions or issues arise.

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Image Added Note Access to the "health" tab requires an additional user permission.

Transactions

Users can use the transactions tab to see payment methods that have been saved for the customer.

In addition, users will also see a list of recent transactions made by the customer. These will include things like auto pay payments, and activity and concession purchases tied to the customer.

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