Clients administration

How to sell/use vouchers:
To sell vouchers to a customer, click the following button on the shortcut bar: We will open the following window: Click on the title m...
Fri, 27 Mar, 2020 at 12:28 PM
How can we add scanned information to the client’s file?
To add files or scanned information of the client we must access to: Customers-->Customers. Once you see the list of customers click on   to ac...
Fri, 21 Jul, 2023 at 2:40 PM
How to use the agenda?
The agenda serves us to create tasks with clients. We can access it from the direct access bar: If we click on "New Registration" we ...
Fri, 21 Jul, 2023 at 2:55 PM
How to import clients using an "Excel" sheet:
To import clients using an Excel sheet we must access: Tools -> Importers -> Import customers. Here are the options to import Excel c...
Fri, 27 Mar, 2020 at 12:00 PM
How to create global discounts:
We can create a general discount that covers certain types of clients, groups etc. at the time of making any booking from the menu: Customers --> Off...
Fri, 27 Mar, 2020 at 11:11 AM
How do we set up the ranking?
Once any item has finished, we will be able to enter the result of the item through the reservation box. By accessing the game, in the results section, we ...
Mon, 24 Jul, 2023 at 10:17 AM
How to register for a service
In order to register for a new service, we can open the customer´s file and click on the Subscribed Services folder.  Here we click on New and then select ...
Mon, 24 Jul, 2023 at 10:20 AM
How we associate a member code code to a client?
In order to be able to enter a member code to a customer, we will go to his client file and edit it. Once inside your tab, we will go to the Additional ...
Fri, 31 Jan, 2020 at 10:42 AM
How to set up a discount for all the fees?
In order to apply a general discount on services we have to go to Customers> Offers and Discounts> Global Discounts. A window will open in which we...
Mon, 31 Jul, 2023 at 4:35 PM
How do we create different types of clients and groups?
To create costumer types, you can go to: Customers -> Customers type. Here you can see the list of customer types you have created. In case you...
Thu, 26 Mar, 2020 at 1:14 PM