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The customers module provides tons of useful information on ALL customers in a center. 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
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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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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
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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 (
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checkmark in shield icon).
Has a Scholarship (graduation cap icon).
Customer on AutoPay (
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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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Customer’s Purchase History (dollar sign with circular arrow).
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
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checkmark).
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Membership
The membership 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.
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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. |
If the
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customer's plan is a multi-member plan users will see a "members" list that will display all customers on the membership plan.
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Jump to another members customer record by simply selecting their name and navigate back to the original customer at any time! |
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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
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a balance or waiver is due for the registered activity.
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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.
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Health
The health tab will show all health-related information on the
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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 an additional view and/or edit permission. |
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Contacts
Users will see a list of any contacts listed for the member. The contacts will be sorted with the "primary" being at the top.
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Payment Methods
Users can select the payment methods tab to see all payment methods that have been saved for the customer.
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.
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