Customers

Creating, Managing, Transactions, Contact.

• How Customers are Assigned to Franchisees
• Add Other Contacts to a Customer
• Add a "Manual" Stripe Payment to a Customer
• Add Notes to a Customer
• Add Venue Membership Information to a Customer
• Creating a Customer
• Closing or Disabling a Customer Account
• Contact Customers via SMS & Email (Bulk)
• Managing Customer Payment Cards
• Rebalancing an account
• Remove a Customer from Franscape
• Transactions - Charges
• Transactions - Credits
• Transactions - Manual Payments
• Transactions - Refunds
• Upload Documents to a Customer
• View/Edit a Customer
• View/Manage Customer Transactions
• Viewing Customer Leads