V2: Customer Contacts

Learn how to manage customer contacts with custom views, filters, and tracking tools in V2.

 

Table of contents

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Permissions and accessibility

Staff access:

• Admin: Full access
• Manager: Full access
• Staff: No access

MyStudio plan restrictions:

• Starter: no access to in-app messaging

 

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Contacts overview

What is the contacts section used for?

The Contacts section lets you manage three types of people:

• Customers – Paying adults responsible for memberships

• Leads – Interested prospects who haven’t signed up for a trial or membership yet

• Participants – Anyone enrolled in a trial, event, or membership

You can customize columns, filter views, and adjust how many entries appear per page in all sections.

 

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What is a customer?

• A customer is either:

  • The primary person on the account, usually responsible for payments (for themselves or for a child).
  • An additional user: someone attached to the primary account who has access to the participant’s progress, making registrations, etc.

 

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Access customer contacts table in V2

To access the customer contacts table in V2: 

1. Login to V2.
2. Go to contacts > customers.

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Customizing the customer table

You can customize the customers table by:

• Toggle columns on/off, reorder them, or pin them to stay visible. Available columns include:
  • Name 
  • Type 
  • Participant
  • Member Portal 
  • Last Contact 
  • Total Payments 
  • Past Due 
  • Customer For 
  • Username 
  • Email 
  • Mobile Phone
• Page Size: Show 5, 10, 20, or 50 entries
• Search: Use name or contact info to find leads quickly

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Customer communications

Send an email or mobile message to customers by:

1. Check the box next to the desired customers
2. Click either email or mobile message above the table
3. Compose and send your message.

 

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Frequently asked questions (FAQs)

Can I change the order of the columns?

Yes. In every contacts section, you can reorder the columns by clicking on the columns setting button in the upper right corner of the page and dragging the columns in the order you prefer. You can also drag and drop them from the table directly.

Each section (Customers, Leads, Trials, Memberships, Events) has different column options based on what matters for that group.

 

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How do I search for someone?

Use the search bar at the top of each section.

• Works with names, email addresses, and phone numbers
• Updates results instantly as you type

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Can I add a customer?

At this time, adding customers into the system can only be done from V1 by either registering a participant or adding them as an additional user under a primary customer.

 

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