Intro to the Customer's Orders tab

Summary

The Orders tab provides a complete history of transactions made by the customer, whether online or at the front desk. These transactions can include activity bookings, membership purchases, or point-of-sale items like protein shakes or towel hires.

 

Step-by-Step Guide

1. Search for the Customer

2. Access the Orders Tab

Click on the Orders tab to view the customer’s order history.

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3. Filter the Search

You can narrow down the transaction list by using the following filters:

  • Order Number or Facility

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  • Source: Whether the transaction was made online or at the front desk (Front of House).

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  • Status: Choose from options such as:
    • Cancelled
    • Full Refund
    • Off-System Refund
    • All

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  • Date Range: Select a specific date range by entering the Date From and Date To fields.

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4. View Order Details

To see more information about a specific order, click View Details. This will display an itemized breakdown of the order. If applicable, you can also process a refund from this screen.

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