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Access to customer information is a vital function of the kiosk. The customer module will return customer ALL customer records in from a center. There are several customer tabs available for users to gain information on their customers. User access to this information is controlled via permissions.
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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 customer's picture. The customer heading gives an at-a-glance view of the customer name, membership plan (if applicable), several icon indicators, and notifications. Customer indicators can give users immediate feedback without looking through the record for information.
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Customer barcode.
Primary billing customer flag (if applicable).
Signature on file (pencil icon).
ID verified (checkmark in shield icon).
Has a Scholarship (graduation cap icon).
Customer on AutoPay (stopwatch icon).
There are a number of other options users can select from the customer heading and get important information quickly.
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Membership plan name.
Multi-member or Individual plan type.
Count of members in the plan.
Start and end date of the plan.
Important Flags:
"Current" - shown when membership is active.
"Auto Pay" - shown when a customer is on auto pay.
"Auto Pay Suspended" - shown when a customer is suspended from auto pay.
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If a plan has expired it will NOT show the "current" tag and will show the plan end date in bold. |
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