Customer Enquiries

When a customer has an enquiry regarding their booking, account or details:
  •       Go to Dashboard or People section to do a search

  •       Enter either the family name, first and last name of one of the child/parent, email address or phone number; you can also scan a membership card
  •       Click 'Search' or hit enter
  •       Select the correct customer; if two customers have the same name, you can identify each by DOB, next booking details, facility or membership card number
  •       Each person has their own People page containing their information - click on the name to view details (note: the entire family are attached to the same billing account)

From here, you can view all the customers’ information such as date of birth, contact details, relationships, current balance, upcoming and previous lessons, view achievements and course completion information, health issues and notes. View and add vouchers such as Make Up and Lap / Public Swimming. You can also add bookings, move and remove bookings and make a payment.