The customer information tab contains information on existing customers and can be used to add, edit or delete a customer.
Step 2: Search: You can input the first few initials in the search bar and you can find if the customer matches the name and other details that already exist in the system. After you search in the box it will create a list of names based on your search in the system. Ex. Go to the CUSTOMER LIST, type Vincent into the search bar and click on the Search button.
Step 5: 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.
Step 6: 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 the Expiration Date of the membership. Once you have filled in the above details click on Save.
Step 7: Playing History: This tab will show the playing history of the player, and date wise including their: Booking ID, Tee 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.
Step 8: Purchase History: This tab will show the purchase history of the customer with Order ID, Order Date, Subtotal, Tax Amount, Grand Total, Payment Type, Status, and Payment Status. You can also export these details to an excel sheet by clicking on the Export button.