Customers
Customer records, history, documents and risk tracking.
Customer list: search, filters and package status badges
Learn the columns on the Customers page, how search behaves, the advanced filters and the sorting options; use the package badges to spot sales opportunities.
Adding a new customer (one by one and in bulk)
Learn the fields in the Add Customer window, the guardian mechanism, billing information and the Bulk Add Customers wizard for back-to-back records.
The customer detail page: tabs and Overview
Get to know the tabs on the customer profile (sales cards, packages, debts, payments...), the Overview panels and the management menu at the top right.
Banning and deleting a customer: what happens, what gets blocked?
A banned customer cannot book online and cannot sign in to the customer portal; deleting archives the record and is blocked in three cases. The details are in this article.
Saving a customer list and starting an SMS campaign
Save the customer audience you filtered as a named list and hand it to the SMS campaign wizard in one click.
Importing customers from Excel/CSV
Bring the customer list from your old system over with a 4-step wizard: upload the file, map the fields, preview and read the result. No duplicate records are created.