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Users have 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.
Navigate a Customer Record
Customer Heading
There is 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.
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.
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The advanced search allows users to specify values for fields.
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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).
The syntax used is the name of the advanced search field, a colon, then the search criteria.
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Entering the query parameter allows users to search on a specific field rather than searching for matches in any field. |
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.
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When users perform an advanced search the query used will be displayed. Users can manually modify these or open the advanced search to modify the parameters. |
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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Keeping the results displayed allows users to easily switch between records.
The results can be limited by typing in the search box and filter the remaining records.
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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), primary billing indicator and also offers users the option to open the customer's barcode or call the customer.
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Selecting the customer photo will open a larger version of the picture along with the customer barcode. |
Agenda
The agenda tab will be displayed by default and shows the activities the customer is enrolled in and highlights activities happening today. Each class activity can be selected for additional information.
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.
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Select a phone number to quickly call the desired contact. The device in use must support phone calls. |
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.
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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. |
If the customer's plan is a multi-member plan the user will see a "members" list that will display all customers on the membership plan.
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Select a member name to jump to the customer record and navigate back to the original customer at any time! |
Health
The health tab will show basic health-related information on the customer's record. This allows users quick access to vital information if any health-related questions or issues arise.
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Access to the "health" tab requires 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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The recent transaction list will show customer purchases made over the previous month. |
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