FitogramPro

Caitlin Atkinson

Jan-Erik Isermann

Tabea Hördemann

Customers

The menu on the left side of the dashboard provides easy access to all customer data. We’ll give you an overview here.

Overview of Customer Menu

How do I create a new customer?

Create and download an Excel list of your customers

How do I download a list of all customers?

General

Assign a tag to customers in order to only see certain customer groups

How do I create tags & assign them to my customers?

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

Remove a customer from a unit and have the option to refund the credit

How do I cancel a customer / refund his credit?

Add and edit customer information later on

How do I edit a customer’s details?

Send a customer an invite to book online.

How do I invite customers to FitogramPro?

Mark a customer's transaction / product as paid

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

Check when and whether emails are being sent to your customers.

How do I check the dispatch of customer notifications?

Can’t find a box in the customer card where you can enter information about the medical certificates of your members?

How do I add a medical certificate to a customers profile?

Merge customers who appear twice in FitogramPro

How do I merge duplicate customers?

How do I delete a customer?

Remove a customer's old email address and add their new one

How do I change a customer’s email address?

Change/reset your own password as a customer/participant

How does my customer reset his password?

Only want certain customers to be displayed? Then use tags to easily filter your customers in FitogramPro.

How do I filter customer groups with the help of tags?

Client page

How do I add a new Product to a customer?

How do I edit an already purchased product in the customer profile?

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

How do I customize contracts individually?

A participant may have several products that are valid for one event. The system automatically chooses a product. This can easily be changed

How do I change a participant's product for an event?

How do I customize credit passes individually?

Add or Remove credits from a credit pass of a customer

How do I add/remove credits for a customer?

How do I pause a contract?

How do I edit a booking series of a customer?

Send the customer a reminder for outstanding payments.

How do I send a payment reminder?

Check how many and which bookings your customer has made with a certain product

How do I check the product usage of a customer?

Want to cancel an invoice because you’ve perhaps made changes to the product?

How do I cancel an invoice?

Want to create an invoice and send it directly to your customer via email?

How can I create an invoice and send it by email to the customers?

How can I terminate a current contract?

How can I withdraw an already canceled contract?

Clients and their products

Find answers and get help from Intercom Support and Community Experts