The customers module provides tons of useful information on ALL customers in a center. Even though the customer data cannot be changed, the The module offers extremely useful stuff like an agenda that shows upcoming classes the customer will attend or any emergency contact information.
Access to customer information is a vital function of the kiosk. The customer module will return customer ALL customer records in 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.
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.
| Section |
|---|
| Panel |
|---|
Image Removed
Customer name.Membership plan name (if applicable).several icon indicators and notifications.
| Section |
|---|
Customer indicators can give users immediate feedback without looking through the record for information. | Panel |
|---|
 Image Added
- Customer barcode.
- Primary billing customer flag (if applicable).
- Customer barcode.
- Call customer icon.
|
| Tip |
|---|
Selecting the customer photo will open a larger version of the picture along with the customer barcode. |
|
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 additional information.
| Section |
|---|
 Image Removed
|
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.
| Section |
|---|
 Image Removed
|
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.
| Section |
|---|
Image Removed
| Tip |
|---|
Select a phone number to quickly call a desired contact. The device in use must support phone calls. |
Plan
The plan tab - Signature on file (pencil icon).
- ID verified (check mark in shield icon).
- Has a Scholarship (graduation cap icon).
- Customer on AutoPay (stop watch icon)
|
|
| Section |
|---|
There are a number of other options users can select from the customer heading and get important information quickly. | Panel |
|---|
 Image Added
- Customer's recent entries (door icon).
- Emergency Contacts (phone icon).
- Forms & Waivers (clipboard icon).
- Kiosk comments (comment icon).
- Customer status (first cicle).
- Check-In option (circle with check mark).
|
|
Plan
The plan section 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 |
|---|
| Panel |
|---|
|  Image Added
- 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:
- "Current" - 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.
 Image Removed
|
| Info |
|---|
If a plan has expired it will NOT show the "current" tag and will show the plan end date in bold. |
|
If the customers plan is a multi-member plan users will see a "members" list that will display all customers on the membership plan.
| Section |
|---|
 Image Removed Image Added
| Tip |
|---|
Jump to another members customer record by simply selecting their name and navigate back to the original customer at any time! |
|
Agenda
Shown by default, the agenda tab shows the activities the customer (and any other member on a multi-member plan) is enrolled in. Each class activity can be selected for additional information. Users can easily see when there is a balance or waiver due for the registered activity.
| Section |
|---|
 Image Added
|
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.
| Section |
|---|
 Image Added
|
Health
The health tab will show basic all health related information on the customers record. This allows users quick access to vital information if any health related questions or issues arise.
| Section |
|---|
 Image Removed Image Added
| Note |
|---|
Access to the "health" tab requires an additional user view and/or edit permission. |
|
Transactions
Users will see a list of any contacts listed for the member. The contacts will be sorted with the "primary" being at the top.
| Section |
|---|
 Image Added
|
Payment Methods
Users can use select the transactions payment methods tab to see all payment methods that have been saved for the customer.
| Section |
|---|
 Image Removed
|
In addition, users will also  Image Added
|
Purchase History
Users will be able to 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.
| Section |
|---|
 Image Removed Image Added
|
Related articles
| Filter by label (Content by label) |
|---|
| showLabels | false |
|---|
| max | 5 |
|---|
| spaces | com.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@1f7ab1 |
|---|
| showSpace | false |
|---|
| type | page |
|---|
| cql | label = "module-customers" and label = "product-mobile" and type = "page" and space = "CCSD" |
|---|
| labels | settings-data-managers reports |
|---|
|