Customer Header Tab - Customers

Customers - Search/Add/View Customer Profiles

Article Contents:-

This article contains steps on how to search for, add, and view customer profiles.

Step-By-Step:-

The customer information tab contains information on existing customers and can be used to add, edit or delete a customer. Once you click on the header customer tab, find and click on the “Customers” button on the left row. You can do the following activities from this:

Step 1:- 
Click on the "Customers" tab from the header of the window. Select "Customers" from the left row of the window.

Search:- You can input the first few initials in the search box and you can find if the customer matching the name and other details already exists in the system. After you search in the box it will create a list of named based on your search in the system. Go to the customer list,  type vincent into the search bar,  Ex : (Name, email id, phone number) and click on the "Search" button.

Add Customer: If you cannot find a customer, you can opt to create a new one. Click on the “Add Customer” button and the system will provide the “Add Customer” prompt. You may fill in the details like First and Last name, Email, Gender, mobile number, and more before clicking the “Submit” button.
The system will provide you a "Success" prompt if the customer was added correctly.






View/Edit Customer: Once you have created the basic customer profile, you can further edit this from “View/Edit” on the selected customer profile. Once you click on that button the system will generate a pop up labeled “Customer Profile” which will have the following  tabs: 
General. Membership. Playing History. Purchase History.





General: Under this tab, you can add further customer details apart from what was already added like Date of Birth. You can create a membership id and click on “Signup for Membership”.


Membership:
 Once the membership id is created in the above “General” tab on the same pop-up click on the “Membership” button. On this window, you will find that the information you filled in the general tab has been auto-filled. You can choose the preferred billing. You can assign the Membership Class as pre-defined by the course. You can select the Start Date of the membership and expiration date of the membership. Once you have filled in the above details click on “Save”.





Playing History: This tab will show the playing history of the player, date wise including their booking time, date, holes, front, back, pricing plan, list price, selling price, Checkin status, and payment status. You can also export these details to an excel sheet by clicking on the “Export ” button.

Purchase History: This tab will show the purchase history of the customer with order id, date, name, member id, subtotal, tax, total, payment. You can also export these details to an excel sheet by clicking on the “Export” button.




Note: In the customer Tab,  you can also Import and Export to an excel format. This allows you to add customers in bulk or updating existing customer data.




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