How to navigate Customers

Manage existing customers and new customer inquiries.

When a customer books a group class or 1:1 session with you, their information will be listed under Customers. Additionally, anyone who fills out the Contact Form on your Contact Page will also be added to this list. 

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If you click on a Contact name, it will pop open a card, which displays any history of messages, scheduled events, payments received and customer's contact information, based on the information they've provided: 

 

 

Toggle between the Activity Icon (left) and Contact Info Icon (right) to see history or contact info:

 

 

You can then do a few things from here:

 

 

  • Text: If a customer opts into phone communication, and your device allows it, you can send your customer a text message. This may require authorizing first in your browser.
  • Call: If a customer includes their phone number, and your device allows it, you can call a customer directly. This may also require an authorization through your browser.

  • Email: If you click Email, you will be able to email a customer directly through your Default Email Setting (Learn how to make Gmail your default).
  • Charge: If a customer has provided their credit card information, you can send a Payment Request to a customer for a previous session or class they haven't paid for (like Invoicing). 

  • Schedule: You can schedule a 1:1 session with this customer directly from here, or of course, you can do that in Calendar