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Customers
Customers
31 articles in this collection
Written by
Tabea Hördemann,
Jan-Erik Isermann,
and
Caitlin Atkinson
General
Overview of Customer Menu
The menu on the left side of the dashboard provides easy access to all customer data. We’ll give you an overview here.
Written by
Caitlin Atkinson
Updated over a week ago
How do I create a new customer?
Written by
Caitlin Atkinson
Updated over a week ago
How do I download a list of all customers?
Create and download an Excel list of your customers
Written by
Jan-Erik Isermann
Updated over a week ago
Client page
How do I create tags & assign them to my customers?
Assign a tag to customers in order to only see certain customer groups
Written by
Tabea Hördemann
Updated over a week ago
How do I check in a customer using the customer profile?
Check-In through Customer profile
Written by
Caitlin Atkinson
Updated over a week ago
How do I cancel a customer / refund his credit?
Remove a customer from a unit and have the option to refund the credit
Written by
Jan-Erik Isermann
Updated over a week ago
How do I edit a customer’s details?
Add and edit customer information later on
Written by
Caitlin Atkinson
Updated over a week ago
How do I invite customers to FitogramPro?
Send a customer an invite to book online.
Written by
Jan-Erik Isermann
Updated over a week ago
How do I mark a customer's product as paid?
Mark a customer's transaction / product as paid
Written by
Jan-Erik Isermann
Updated over a week ago
How do I check the dispatch of customer notifications?
Check when and whether emails are being sent to your customers.
Written by
Jan-Erik Isermann
Updated over a week ago
How do I add a medical certificate to a customers profile?
Can’t find a box in the customer card where you can enter information about the medical certificates of your members?
Written by
Caitlin Atkinson
Updated over a week ago
How do I merge duplicate customers?
Merge customers who appear twice in FitogramPro
Written by
Jan-Erik Isermann
Updated over a week ago
How do I delete a customer?
Delete a Customer
Written by
Caitlin Atkinson
Updated over a week ago
How do I change a customer’s email address?
Remove a customer's old email address and add their new one
Written by
Jan-Erik Isermann
Updated over a week ago
How does my customer reset his password?
Change/reset your own password as a customer/participant
Written by
Jan-Erik Isermann
Updated over a week ago
How do I filter customer groups with the help of tags?
Only want certain customers to be displayed? Then use tags to easily filter your customers in FitogramPro.
Written by
Caitlin Atkinson
Updated over a week ago
Clients and their products
How do I add a new Product to a customer?
Add Product to a Customer
Written by
Jan-Erik Isermann
Updated over a week ago
How do I edit an already purchased product in the customer profile?
edit a product in a customer profile
Written by
Jan-Erik Isermann
Updated over a week ago
How do I delete a paid product in the customer profile?
Delete Product
Written by
Caitlin Atkinson
Updated over a week ago
How do I customize contracts individually?
Customize Contracts
Written by
Jan-Erik Isermann
Updated over a week ago
How do I change a participant's product for an event?
A participant may have several products that are valid for one event. The system automatically chooses a product. This can easily be changed
Written by
Jan-Erik Isermann
Updated over a week ago
How do I customize credit passes individually?
customize credit passes
Written by
Jan-Erik Isermann
Updated over a week ago
How do I add/remove credits for a customer?
Add or Remove credits from a credit pass of a customer
Written by
Jan-Erik Isermann
Updated over a week ago
How do I pause a contract?
Pause/postpone a customer's contract
Written by
Jan-Erik Isermann
Updated over a week ago
How do I edit a booking series of a customer?
Edit and/or cancel a booking series
Written by
Jan-Erik Isermann
Updated over a week ago
How do I send a payment reminder?
Send the customer a reminder for outstanding payments.
Written by
Jan-Erik Isermann
Updated over a week ago
How do I check the product usage of a customer?
Check how many and which bookings your customer has made with a certain product
Written by
Jan-Erik Isermann
Updated over a week ago
How do I cancel an invoice?
Want to cancel an invoice because you’ve perhaps made changes to the product?
Written by
Jan-Erik Isermann
Updated over a week ago
How can I create an invoice and send it by email to the customers?
Want to create an invoice and send it directly to your customer via email?
Written by
Jan-Erik Isermann
Updated over a week ago
How can I terminate a current contract?
Terminate a customer's contract
Written by
Jan-Erik Isermann
Updated over a week ago
How can I withdraw an already canceled contract?
Reverse the cancellation of a contract
Written by
Jan-Erik Isermann
Updated over a week ago