Customer Management
How to manage your customers and their bookings
- CouponsCreate customer coupons or reusable discounts and promotional codes.
- Customer BookingsReview a customer's bookings, attendance, cancellations, and payment context.
- Customer Credit ExpiryReview a customer's passes, expiry dates, and credit adjustments.
- Customer DetailsFind a customer's bookings, purchases, class passes, coupons, and waiver status.
- Customer ListFind leads and customers, narrow the list, and open customer records.
- Customer SegmentsCreate a saved customer group, review its preview, and refresh its members.
- Export DataWhat to do when you need customer data and how to handle a file safely.
- Leads ManagementTrack potential customers before they become customers, including manual, CSV or Excel, website, and referral leads.
- Products & CreditsHow to review customer passes, add a sale, and adjust credits
- ReferralsTrack referral links, referred customers, and reward status.
