Intro to the Customer Summary Tab

Summary

This guide will walk you through how to navigate the Customer Summary Tab, which provides an overview of key customer activity and account details.

 

Step-by-Step Guide

1. Search for the Customer

2. Access the Customer Summary Tab

Click on the Summary tab to view the customer's information.

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Sections of the Customer Summary Tab

The Customer Summary Tab contains six key sections that provide a comprehensive overview of the customer’s activity:

1. Activity Time

This section shows how many activities the customer completed per weekday. You can customize the view to show data by:

  • Month

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  • Year
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You can also hover over each weekday to get more details about the specific activities performed on that day.

2. Activity Breakdown

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Displays the number of visits the customer made for each type of activity.

3. Centre Visits

Shows how many times the customer visited the center, with breakdowns for:

  • Past Week
  • Past Month
  • Past Year
  • All Time

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4. Active Memberships

Lists all current memberships the customer holds.

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5. Next Booking

Displays details of the customer's next upcoming booking.

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6. Latest Order

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Shows the most recent order placed by the customer.

7. Identification
This section shows whether a customer has a method of identification saved such as a barcode/NFC or an ID. 
You can also configure it from this tab.

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Note: this is only visible when a machine has started.

 

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