How to look Up Orders for a customer?

Summary

This guide will show you how to look up a customer’s order. An order can include purchases such as Memberships, Activity Bookings, Point-of-Sale (POS) items, Packages, and more, made either at the Front of House (FOH) or online.

Step-by-Step guide

1. Navigate to the Front of House Module

   • From the home page, go to the Front of House module.
     
     
     
     

2. Access the Dashboard

   • Select Dashboard from the available options.
     
     
     
     

3. Look Up the Order

   • Click on Look Up Order in the top-right corner of the screen.
     
     
     
     

4. Search by Order Number

   • Enter the order number in the search bar. The customer can find this on their confirmation email or receipt.
     
     

Alternative Method: Search via Customer Account

If you prefer to look up a customer’s order directly from their account, follow these steps:

A) Search for the Customer

B) Open the Orders Tab

• Once in the customer’s account, go to the Orders tab.
  
  

C) Filter Your Search

• You can filter orders by the following criteria:
  • Order number or facility
  • Source (Front of House or Online)
  • Status (Completed or All)
  • Date Range (From/To)

D) Search

• Click Search after entering your desired criteria.

E) View Order Details

• Once the order appears, click View to see the details. From here, you can also view the receipt and process a refund, if applicable.