View/Edit a Customer

  • Navigate to the Customer

Information Tab

This tab shows the Customer DetailsMarketing Preferences and a summary of their account Balance.
Jeremy Russell

Cards Tab

Consumers Tab

josh kelly 10

This tab displays all consumers related to the customer.
  • To view the consumer’s details, click on their name.
  • To add a new swimmer to that customer, click on NEW Consumer
    • See the consumer section for further details on adding a consumer

Classes Tab

JOsh kelly 11

Shows all Classes that the Customer has booked historically.

Notes Tab

Documents Tab

Venues Tab

Contacts Tab

Transactions Tab