Summary
This guide will walk you through the process of creating a new customer using the Customer Module.
What is a Customer?
A customer is anyone who uses your facilities, either by holding a membership or making a booking. You can also use the "Quick Add" feature on the Dashboard to add customers—please refer to that specific guide for details.
Step-by-Step Guide
1. Navigate to the Customer Module
From the Home Page, go to the Customer Module.
- Here, you can search for existing customers using a reference number, name, email, or phone number. Click View to access and manage their account.
2. Create a New Customer
Click on Create New Customer in the top-right corner.
- You can configure the information you would like to collect during customer account creation in this section.
3. Fill in Customer Details
-
A) Personal Details
- First Name (Required)
- Last Name (Required)
- Date of Birth
-
B) Contact Details
- Email (Required)
- Phone Number
- Address
-
C) Emergency Contact Details
- Name
- Phone Number
- Relationship
- Address
-
D) Additional Details
- Gender
- Ethnic Background
- Disability Information
- Marketing Preferences
4. Finalize Creation
Once all required details are filled in, click Create to complete the process.
Customer Management Features
After creating a customer, you can manage various aspects of their account, including:
- Summary
- Bookings
- Memberships
- Orders
- Communications
- Personal Details
- Inductions Waivers
- Penalties
- Billing
- Credits
- Packages
- Notes