Customer Management
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?