Your All Customers section is a control panel that makes managing your customers easy!
- Communicate with your customers, app users, and additional users!
- Export all registration and payment information for one member or multiple members.
- Change their payment method all in one centralized location!
- Disable Member App access.
See your Customers, Additional Users, and App Users by navigating to the separate sections.
Who is a "Customer"?
A Customer is anyone who has shown interest in your programs (i.e. leads) or has registered for a membership, event, trial, class, or purchased a retail item!
Who are "Additional Users"?
Additional users are members who need access to all info associated with the buyer profile (except payment method) and also need access to restricted areas such as Class Scheduler and Resources.
For more information about adding additional users CLICK HERE!
Who are App Users?
App Users are members who have logged into your member portal but have not made any purchases or registrations.
THE ICON MENU BAR
The icon menu bar allows easy communication with your customers, the ability to disable a customer's access to the member app, and an easy download of a CSV file pertaining to the member's registrations and payments.
Send An Email
To send an email to your buyer(s)/member(s), select the buyer(s)/member(s) and click on the Email icon in the menu bar.
The edit email box will populate with their email address(es). Edit your email and send away!
Send A Push Message
Select the buyer(s)/member(s) and click on the message icon in the menu bar.
The Push Message Dialogue box will populate. Type your message, and click send!
Disable Member App Access
Select the buyer(s)/member(s) and click on the disable app access icon in the menu bar.
A message will populate: "Are you sure you would like to disable Member Portal access for the selected customers?" Click "Disable Access".
To find out more about Disabling a customer's Member App Access CLICK HERE!
Delete a Customer
Select the buyer(s)/member(s) and click on the trash icon in the menu bar.
A message will populate: "Are you sure you would like to delete these customers? This action cannot be undone." Click "Delete"
NOTE: If you try to delete a Customer that has customer(s) and buyer(s) that are primary buyers who are linked to registrations, the selection cannot be deleted.
Download a CSV file of the Customer's Payment/Registration History
Select the buyer(s)/member(s) and click on the download icon from the menu bar.
A message will populate:: "Do you want to download CSV file for selected members?"
A CSV file will be downloaded to your computer.
Add To An Email Campaign
FUNCTIONALITY COMING SOON!
Customers with multiple participants
Customers that have multiple participants will be indicated by a drop-down arrow in the Member Name section. To view the multiple participants - click the drop-down arrow.
Access the Buyer information by clicking on the buyer name anywhere in the All Customers tab!
For more information on Buyer Information CLICK HERE!