Deleting a Customer

Article Content:

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

Step-by-step:

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: You will be able to view this customers in the Archived tab.

Step 4: If you would like to Unarchive the customer, click on Action and then select Unarchive.

Please note that when you delete and archive a customer, this does not end the billing if the customer is a member. You will need to navigate to their profile and expire their membership to stop billing.

• Related Articles

• 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. Step 1: ...

• Adding A New Customer

  Article Contents: - This article summarizes how to add a new customer from Tee Sheet, Register, and Customer Tab. Step- By- Step:- A: -Adding a new customer through Tee-Sheet. Step 1:- Click on the "Tee Sheet' Tab from the header of the window. Step ...

• Customer class expiration/Deletion

  Article contents: - Once a class is assigned to a customer, it cannot be deleted. The user has to wait until the expiration time of the class for it to get deleted. You can also change the expiration date to the most recent one if you want to delete ...

• Customers/Members - Customer File Upload

  Article Contents: This article covers ability to upload multiple file formats to a customer's or member's profile. Step-by-Step: Step 1: Click on the “Customer” tab from the top navigation bar. Step 2: Select "Customers/Member" from the left row of ...

• Understanding The Customer Module - Video

  Article Contents: In this video, we will provide an overview of the Customer Module: