Customers

34 articles in this collection
Written by Tabea Hördemann, Céline Barguet, and Liam Richardson

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 Liam Richardson
Updated this week

Create a new customer

Customer management in FitogramPro is a piece of cake! Creating and editing only takes a few seconds!

Written by Tabea Hördemann
Updated over a week ago

Download a list of customers

In FitogramPro you have the possibility to export your customers’ data to Excel and to download it as a file.

Written by Tabea Hördemann
Updated over a week ago

Client page

Create tags and assign them to customers

Do you only want to look at certain customers and filter them by customer groups? Create tags and assign them to your customers!

Written by Tabea Hördemann
Updated over a week ago

Customer Check-In using the Customer Profile

Written by Liam Richardson
Updated this week

Book in customers with the barcode scanner

Would you like to make it easier to book your customers in manually?

Written by Tabea Hördemann
Updated over a week ago

Cancel customers / refund credits

Not everything always goes according to plan and customers want to cancel for events. How?

Written by Tabea Hördemann
Updated over a week ago

Invite customers to FitogramPro

Your customers have the possibility to connect to your FitogramPro online booking system and create a customer profile.

Written by Tabea Hördemann
Updated over a week ago

Edit a customer’s details

If a customer’s data is missing or incorrect, you can add or edit it at any time in the respective customer’s profile.

Written by Tabea Hördemann
Updated over a week ago

Make a payment in FitogramPro via the customer profile

Written by Céline Barguet
Updated over a week ago

Check customer notification

Do you have customers who don't seem to receive your emails or claim to have cancelled within the set deadline?

Written by Tabea Hördemann
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 Liam Richardson
Updated this week

Merge duplicate customers

Have you been looking for a customer and then suddenly seen that they are stored in the system twice? Don't panic, you can easily fix this!

Written by Tabea Hördemann
Updated over a week ago

Delete a customer

You have a faulty customer profile in your system or you don't want to have a customer who quit in your customer database anymore?

Written by Tabea Hördemann
Updated over a week ago

Change a customer’s email address

Has the email address of an existing customer changed? No problem!

Written by Tabea Hördemann
Updated over a week ago

Reset a customer’s password

Everyone has forgotten their password at some point, it even happens daily for some customers. Don’t panic!

Written by Tabea Hördemann
Updated over a week ago

Filter a Customer with Tags

Filter customer groups with the help of tags

Written by Liam Richardson
Updated this week

Mass editing

Editing a customer’s bookings afterwards is easy. However, it gets annoying if you have forgotten to mark the customer as present for weeks.

Written by Tabea Hördemann
Updated over a week ago

Clients and their products

Add New Product

Written by Liam Richardson
Updated this week

Edit Products

Written by Liam Richardson
Updated this week

Customise contracts individually

If you have already sold a contract, you can still modify settings or make changes to it at any time, as long as no invoice has been created

Written by Tabea Hördemann
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 Tabea Hördemann
Updated over a week ago

Replace product/create credit pass

If a wrong product is purchased and has already been marked as paid, it can be converted into a credit pass.

Written by Tabea Hördemann
Updated over a week ago

Customise credit passes individually

If you sold a credit pass, you can still modify settings or make changes to it at any time, as long as no invoice has been created

Written by Tabea Hördemann
Updated over a week ago

Add/Remove Credits

Written by Liam Richardson
Updated this week

Pause a contract

In order to be able to offer your participants a flexible offer, you have the possibility to pause your fixed-term contracts.

Written by Tabea Hördemann
Updated over a week ago

Change a contract

Have the needs of your customer changed? Then in FitogramPro you have the possibility to change to another contract at any time.

Written by Tabea Hördemann
Updated over a week ago

Edit a booking series

Booking series are a great solution for regular participants. They can, of course, be edited as well.

Written by Tabea Hördemann
Updated over a week ago

Send a payment reminder

You can easily send this reminder to the customer by email with just one click and also customise it individually.

Written by Tabea Hördemann
Updated over a week ago

Check product usage

Would you like to know for which events a customer has used their product? Here we show you where you can check this.

Written by Tabea Hördemann
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 Liam Richardson
Updated this week

Cancel Invoice

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

Written by Liam Richardson
Updated this week

Terminate a contract

In this article you will learn how to terminate a customer's contract.

Written by Tabea Hördemann
Updated over a week ago

Withdraw the cancellation of a contract

Have you cancelled a customer's contract by mistake or your customer has decided to stay with you after all?

Written by Tabea Hördemann
Updated over a week ago