Customers

32 articles in this collection
Written by Tabea Hördemann, Jonas Timmer, and Jan-Erik Isermann

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 Jonas Timmer
Updated over a week ago

Create a new customer

Written by Tabea Hördemann
Updated over a week ago

Download a list of customers

Create and download an Excel list of your customers

Written by Jan-Erik Isermann
Updated over a week ago

Client page

Create tags and assign them to customers

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

Written by Tabea Hördemann
Updated over a week ago

Customer Check-In using the Customer Profile

Written by Jan-Erik Isermann
Updated over a week ago

Cancel customers / refund credits

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

Written by Jan-Erik Isermann
Updated over a week ago

Edit a customer’s details

Add and edit customer information later on

Written by Jan-Erik Isermann
Updated over a week ago

Invite customers to FitogramPro

Send a customer an invite to book online.

Written by Jan-Erik Isermann
Updated over a week ago

Mark a customer's product as paid

Mark a customer's transaction or product as paid

Written by Jan-Erik Isermann
Updated over a week ago

Check customer notifications

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

Written by Jan-Erik Isermann
Updated over a week ago

Medical Certificate

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

Written by Jonas Timmer
Updated over a week ago

Merge duplicate customers

Merge customers who appear twice in FitogramPro

Written by Jan-Erik Isermann
Updated over a week ago

Delete a customer

Written by Jan-Erik Isermann
Updated over a week ago

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

Reset a customer’s password

Change/reset your own password as a customer/participant

Written by Jan-Erik Isermann
Updated over a week ago

Filter a Customer with Tags

Filter customer groups with the help of tags

Written by Jonas Timmer
Updated over a week ago

Clients and their products

Sell a New Product

Written by Jan-Erik Isermann
Updated over a week ago

Edit already purchased products in the customer profile

Written by Jan-Erik Isermann
Updated over a week ago

Customise contracts individually

Written by Jan-Erik Isermann
Updated over a week ago

Change a participant's product

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

Replace product/create a credit

Written by Jan-Erik Isermann
Updated over a week ago

Customise credit passes individually

Written by Jan-Erik Isermann
Updated over a week ago

Add/Remove Credits

Written by Jan-Erik Isermann
Updated over a week ago

Pause a contract

Pause/postpone a customer's contract

Written by Jan-Erik Isermann
Updated over a week ago

Change a customer's contract

Change your customer's contract

Written by Jan-Erik Isermann
Updated over a week ago

Edit a booking series

Edit and/or cancel a booking series

Written by Jan-Erik Isermann
Updated over a week ago

Send a payment reminder

Send the customer a reminder for outstanding payments.

Written by Jan-Erik Isermann
Updated over a week ago

Check product usage

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

Written by Jan-Erik Isermann
Updated over a week ago

Cancel 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

Create a Single Invoice and Send it via Email

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

Written by Jan-Erik Isermann
Updated over a week ago

Terminate a contract

Terminate a customer's contract

Written by Jan-Erik Isermann
Updated over a week ago

Withdraw the cancellation of a contract

Reverse the cancellation of a contract

Written by Jan-Erik Isermann
Updated over a week ago