Clients administration

How do we top up a customer’s balance?
In order to be able to top up a balance to a customer, we will first go to his tab and go to the "Billing and Collection" section and the "Ba...
Mon, 3 Feb, 2020 at 5:15 PM
How do we correct a customer's wallet balance/credit?
In order to correct a customer’s balance we will go to: Customers --> Customers From here we will see the list of all our clients. We ...
Wed, 12 Feb, 2020 at 11:25 AM
How do we give a customer access to the web or mobile app?
To give a customer access to the web or mobile app, we must first access to: Customers -> Customers. Once we have entered the client list, we w...
Wed, 12 Feb, 2020 at 2:24 PM
How do we recover / change a client’s password?
To recover a client’s password, we must first access to: Clients -> Clients. Once we have entered the client list, we will press the icon of the c...
Thu, 13 Feb, 2020 at 10:59 AM
How do we add a photo to the customer’s file?
In order to add a photo to a customer we will go to: Clients --> Clients. When we see the list of all the clients we will press the "Edit&quo...
Thu, 13 Feb, 2020 at 1:06 PM
Cancel customer debts
We can have 2 types of debts from clients that we might want to delete. 1. Delete debts without receipt or invoice associated.  When there is a debt ...
Mon, 15 May, 2017 at 1:22 PM
How to add a bank account to a customer's file:
To add a bank account to a customer we will go to: Customers -> Customers to access the customer's file. Click on the "edit" button...
Fri, 27 Mar, 2020 at 1:43 PM
How can we massively change the levels of customers they have in a sport?
To massively change the levels of the clients they have in a sport we will access: Tools --> Customers --> Game Level Change We will open th...
Fri, 27 Mar, 2020 at 1:32 PM
How to add or change a customer's address:
To add or change the address of a customer we must access: Customers -> Customers . Once on the list of customers click on the icon  of the cus...
Fri, 27 Mar, 2020 at 1:17 PM
How to send a mailing to your customers:
To send a massive email to your customers we will go to: Customers -> Customers Once you see the list of your customers you can press the gree...
Fri, 27 Mar, 2020 at 12:32 PM