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As users search for and select a customer they will be able to view upcoming activities, profile details, membership plan, health information, contacts, payment methods and transactions.
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Overview
Navigate to the customers module by selecting the "Customers" option on the landing page.
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As with other modules, "Customers" is a specific user permission. The user must have access to it in order for it to be an option. |
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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 Kiosk Customer Record".
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Explore
There is much to see when looking at a customers customer record. Read up on what's available in the article "Explore a Mobile Customer Record" or make a selection from the list below.
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