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  2. Customers
  3. Customer Management

Customer Management

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Below is a list of articles on how to manage your customer's account

  • Where can I find a copy of the customer's agreement or debit authority document?
  • How do I change the membership term of a customer?
  • How is a customer's check-in status determined?
  • Can my customer still sign the agreement or debit authority after signup?
  • How do I change the check-in settings for direct debit billing?
  • How do I delete a customer?
  • How do I change the membership of a customer?
  • How do I add a new customer?
  • How do I add a new membership or booking to a customer?
  • How do I send an email to a customer?
  • How do I add/change a customer's details?
  • User guide: Check in customers
  • Why are customers not able to sign up for a membership via online signup?
  • Why didn't the updated photo of the customer reflect in the Check-in Status window?
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