Customer Management
How to manage your customers and their bookings
- Check people in at the entranceLet people in at an entrance by QR code or by name, see why someone was refused, let them in anyway or sell them an entry, and use passes up on entry
- CouponsCreate customer coupons or reusable discounts and promotional codes.
- Customer BookingsReview a customer's bookings, attendance, cancellations, and payment context, reschedule a class booking to another session, and change who attends a class place.
- Customer Credit ExpiryReview a customer's passes, expiry dates, and credit adjustments.
- Customer DetailsFind a customer's bookings, payments, packs and passes, memberships, wallet, coupons, waiver status, and your staff's notes.
- Customer ListFind leads and customers, narrow the list, and open customer records.
- Export DataDownload your business's customers, bookings, payments and other records as CSV files, and handle the files safely.
- Leads ManagementTrack potential customers before they become customers, including manual, CSV or Excel, website, and referral leads.
- Manage Discounts and Promotional CodesAdd, turn off, and delete reusable discounts and their promotional codes, and what to do when a discount cannot be deleted
- Manage Family membershipsAdd, invite, and remove the people who share a customer's Family membership, and see how many places are left
- Products & CreditsHow to review customer passes, add a sale, and adjust credits
- ReferralsTrack referral links, referred customers, and reward status.
