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Customer : Archiving a Customer

This is a step-by-step guide on how to delete (archive) a member from your Customer list. Please keep in mind that this will move the customer to your Archived list.

How to delete or archive a customer
 

To delete a customer in Club Caddie, navigate to the Customers module in the POS, search for the customer, and select Delete from the Action menu. The customer is moved to the Archived tab and can be unarchived at any time. Note that deleting a customer does not cancel an active membership — you must expire the membership separately to stop billing.

Step 1: Navigate to the  Customers module along the top of the POS, then click on  Customers.

 
Step 2: Search for the customer that you want to delete, and click on  Action (three small dots) on the right hand side. Select  Delete. 
 


 
Step 3: The deleted customer will appear in the  Archived tab.
 
 
Step 4: If you would like to Unarchive the customer, click on  Action and then select  Unarchive.
 
 
 

Does deleting a customer stop their membership billing?

No. Deleting and archiving a customer does not end billing if the customer is an active member. To stop billing, navigate to the customer's profile and expire their membership.

How to expire a membership and stop billing

  1. Navigate to the Customers module along the top of the POS and click Customers.
  2. Click the Archived tab to locate the customer.
  3. Click on the customer's name to open their profile.
  4. Locate the active membership and select Expire.
  5. Confirm the action to stop billing immediately.