Customers

Featured Articles
Adding and Editing Customers - Part 1: Details Tab
You can get to this part of the system by clicking Customers > Customers. Search for and click on
You can get to this part of the system by clicking Customers > Customers. Search for and click on
Adding and Editing Customers - Part 2: Settings, Marketing, History, Layaways, and Lists
You can get to this part of the system by clicking Customers > Customers. Search for and click on
You can get to this part of the system by clicking Customers > Customers. Search for and click on
Adding and Editing Customers Part 3: Specialty Tabs
You can get to this part of the system by clicking Customers > Customers. Search for and click on
You can get to this part of the system by clicking Customers > Customers. Search for and click on
Card on File
The system is able to allow you to save multiple Cards on File for your customers. These can be used
The system is able to allow you to save multiple Cards on File for your customers. These can be used
Classes
The Classes module is a powerful and flexible way to present your classes or other recurring events
The Classes module is a powerful and flexible way to present your classes or other recurring events
Custom Data Fields for Customers
You can create your own data fields for your customers by clicking on the Admin button, which is you
You can create your own data fields for your customers by clicking on the Admin button, which is you
Customer Groups
You can get to this part of the system when you first log in by clicking Customers > Customer Gro
You can get to this part of the system when you first log in by clicking Customers > Customer Gro
Customer Purchase Orders
Using a Customer Purchase Order, you can allow your customers to set a budget and an end date that c
Using a Customer Purchase Order, you can allow your customers to set a budget and an end date that c
Customers List Page
Working with Customer Data In this step you will learn how to track important information such as ea
Working with Customer Data In this step you will learn how to track important information such as ea
Invoices for Billing Your Customers
You can view invoices for each of your customers who has a balance by logging into the system and go
You can view invoices for each of your customers who has a balance by logging into the system and go
Register 2: Customers
You can get to this part of the system when you first log in by clicking the Register icon on the fa
You can get to this part of the system when you first log in by clicking the Register icon on the fa
Text Message Marketing
Please note, this module is available only to clients who have the marketing package. Usage Charges
Please note, this module is available only to clients who have the marketing package. Usage Charges
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All Customers Articles

Helpful Blogs

Take a look at some creative ways to level up what you do.
How To Start a Boutique Retail Store: 6-Step Guide
How To Start a Boutique Retail Store: 6-Step Guide

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How To Start a Boutique Retail Store: 6-Step Guide

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How To Start a Boutique Retail Store: 6-Step Guide

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Add or Remove a Customer from a Mailing List

Steps for Adding a Customer to a Mailing List

  1. Click Customers > Customer List.
  2. Search for the Customer and click the ID Number for the customer you want.
  3. In the main tab that opens, enter their Email Address (make sure they have agreed to join your mailing list).
  4. Go to the Marketing Tab.
  5. Check the box for the mailing list to which you're adding them. For legal reasons, make sure you have the customer's permission before adding them to any mailing list.
  6. Scroll to the bottom of the panel and click Save.

Please Note: If they have unsubscribed from any of your automated Marketing emails, you can re-subscribe them from here, if that is what the customer wants. Please do not re-add a customer to an automated email unless you are sure they are wanting to receive it.

 

Steps for Adding a Customer to a Mailing List and Auto-Sending a Welcome Email

  1. Click Website > Website Editor.
  2. Go to the page where you have the Newsletter Sign Up form for the mailing list to which you want to add the customer.
  3. Enter the customer's information and click Submit.
  4. If you have properly set up your website email settings, the customer will be automatically sent your welcome email. You can check this setting under your Username in the upper right and then clicking Settings > Website Settings > Email.

 

Adjust a Customer's Reward Points

Steps for Adjusting a Customer's Reward Points

  1. Click Customers > Customers. 
  2. Search for the Customer and click the name you want.
  3. Click the Settings tab.
  4. Adjust the Reward Points. You can also view, delete, or create reward coupons for the customer by clicking View Coupons.
  5. Scroll to the bottom of the panel and click Save.
How do I set my From email address for emails the system sends out?

After logging into the system, in the upper right click on the Admin Button with your username and go to Settings > Website Settings > Website Settings > Email, and you will see a field to enter your From Email Address. Please note the warning on the page about not using an email address provided by one of the big free email providers, such as AOL, Hotmail, Gmail, Yahoo, etc. The reason such email addresses will not work for this system is because that spammers use email addresses like that to send bulk emails out at little risk to themselves. So bulk email provider services have trouble sending messages with From email addresses like that, so in the system, we do not allow them.