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
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.
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| Panel |
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- Customer name.
- Membership plan name (if applicable).
- Primary billing customer flag (if applicable).
- Customer barcode.
- Call customer icon.
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| Tip |
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Selecting the customer photo will open a larger version of the picture along with the customer barcode. |
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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.
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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.
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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.
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Select a phone number to quickly call a desired contact. The device in use must support phone calls. |
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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.
| Section |
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| Panel |
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| - Membership plan name.
- Multi-member or Individual plan type.
- Count of members in plan.
- Start and end date of plan.
- Price per month or year.
- Important Flags:
- "Active" - shown when membership is active.
- "Auto Pay" - shown when customer is on auto pay.
- "Auto Pay Suspended" - shown when customer is suspended from auto pay.
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If a plan has expired it will not show the "active" tag and will show the plan end date in bold. |
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If the customers plan is a multi-member plan users will see a "members" list that will display all customers on the membership plan.
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| Tip |
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Jump to another members customer record by simply selecting their name and navigate back to the original customer at any time! |
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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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| Note |
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Access to the "health" tab requires an additional user permission. |
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Transactions
Users can use the transactions tab to see payment methods that have been saved for the customer.
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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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