Closing or Disabling a Customer Account

If a Customer is leaving for good the following steps must be followed:
  • Ensure that the Consumer/s have been removed from classes
  • Set the Customer Balance to £0.00 by doing one of these things depending on the situation:
    • Delete the Charges for the Course they are not attending
    • Credit and/or Refund the Customer any money owed to them 
    • Take payment of any money owed by them
  • Set the Customer Status to Disabled
    • Navigate to the Customer
    • Select EDIT in the Customer Details box
 Customer details
    • Change the status to Disabled
    • Select a Disabled Reason
      NO longer swimming
  • Save