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View/Edit a Customer

  • Navigate to the Customer

Information Tab

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

Cards Tab


 

Consumers Tab

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

Shows all Classes that the Customer has booked historically.
 

Notes Tab

See Add Notes to a Customer


Documents Tab


Venues Tab


Contacts Tab


Transactions Tab