Page Comparison

A huge benefit to the mobile app is the ability for users to search for and review customer details while on the move! The customers module will provide users with the flexibility to get out from behind the desk and still have real-time customer information. The customers module provides tons of useful information on ALL customers in a center. Even though the customer data cannot be changed, the on the kiosk allows users to access full customer records for ALL customers at a center. The module offers extremely useful stuff like at a glance, such as an agenda that shows upcoming classes the customer will attend or any emergency contact information.for any customer on the member plan, health and contact information, and much more!

As users search for and select a customer users customer they will be able to view upcoming activities, profile details, membership plan, health information, contacts, payment methods and transactions.

Overview

Navigate to the customers module by selecting the Community Connect logo (top left) and select "Customers" option on the landing page.

Search

Once the customers module has been selected, users will see a list of any recent customer profiles they have opened. From here they can also search to find another member within the selected location. For more information on performing a search dive into the article "Search for a Mobile Kiosk Customer Record". 

Explore

There is much to see when looking at a customers record. Read up on what's available in the article "Explore a Mobile Customer Record" or make a selection from the list below.