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 yesterday

How do I create a new customer?

Written by Caitlin Atkinson
Updated yesterday

How do I download a list of all customers?

Create and download an Excel list of your customers

Written by Jan-Erik Isermann
Updated yesterday

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 yesterday

How do I check in a customer using the customer profile?

Check-In through Customer profile

Written by Caitlin Atkinson
Updated yesterday

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 yesterday

How do I edit a customer’s details?

Add and edit customer information later on

Written by Caitlin Atkinson
Updated yesterday

How do I invite customers to FitogramPro?

Send a customer an invite to book online.

Written by Jan-Erik Isermann
Updated yesterday

How do I mark a customer's product as paid?

Mark a customer's transaction / product as paid

Written by Jan-Erik Isermann
Updated yesterday

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 yesterday

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 yesterday

How do I merge duplicate customers?

Merge customers who appear twice in FitogramPro

Written by Jan-Erik Isermann
Updated yesterday

How do I delete a customer?

Delete a Customer

Written by Caitlin Atkinson
Updated yesterday

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 yesterday

How does my customer reset his password?

Change/reset your own password as a customer/participant

Written by Jan-Erik Isermann
Updated yesterday

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 yesterday

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 yesterday

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 yesterday

How do I delete a paid product in the customer profile?

Written by Caitlin Atkinson
Updated yesterday

How do I customize contracts individually?

Customize Contracts

Written by Jan-Erik Isermann
Updated yesterday

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 yesterday

How do I customize credit passes individually?

customize credit passes

Written by Jan-Erik Isermann
Updated yesterday

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 yesterday

How do I pause a contract?

Pause/postpone a customer's contract

Written by Jan-Erik Isermann
Updated yesterday

How do I edit a booking series of a customer?

Edit and/or cancel a booking series

Written by Jan-Erik Isermann
Updated yesterday

How do I send a payment reminder?

Send the customer a reminder for outstanding payments.

Written by Jan-Erik Isermann
Updated yesterday

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 yesterday

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 yesterday

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 yesterday

How can I terminate a current contract?

Terminate a customer's contract

Written by Jan-Erik Isermann
Updated yesterday

How can I withdraw an already canceled contract?

Reverse the cancellation of a contract

Written by Jan-Erik Isermann
Updated yesterday