Customer Profile
Last updated
Last updated
A customer profile is a collection of information about an individual that includes data from adding customers to the cart section. The primary purpose is to help businesses, especially in the service industry, better understand their customers.
This part allows the staff to view past transactions and tailor products, services, and marketing efforts to meet their customer's needs and preferences. By understanding customers better, businesses can strengthen relationships, improve satisfaction, and increase loyalty through targeted retention strategies and loyalty programs.
Customer Profile - The section on the left side is the customer profile. It displays all the client's information added to the POS and backend. You can search for an existing customer, which will then display all of their data.
Header Section - This section consists of all the tabs displayed on the customer profile, such as Packages, Usage Logs, Transactions, SOA, Reservations, New Booking, and Members.
Packages - this is where services availed by the clients will proceed. Remember to search for their names in the Customer Profile for the data to appear.
Usage Logs - This tab displays a detailed record of each service used by the client. It includes information on the services availed, such as date and time, as well as any additional logs like changes made to the package, trainer, sessions, and other relevant modifications.
Transactions - This tab displays a comprehensive list of all the client’s transactions. It includes details such as transaction dates, amounts, and descriptions, providing a complete overview of the client’s financial interactions.
SOA: This tab is used to review client accounts, particularly for checking balances. For more detailed information, please refer to the POS Advanced Interfaces - Customer Statement Account.
Reservations and New Bookings: These tabs apply only to the messenger store. For further details, please refer to the POS Advanced Interfaces - Reservation Scheduler.
Members - This tab displays detailed information about all active members. It includes relevant details such as contact information, card (if applicable), and other pertinent data related to their status.
Select a trainer from the list. Click to assign the selected trainer to the service. If the chosen trainer is not available, select another trainer and click button. Enter any remarks in the provided field then click to confirm your changes. To cancel the service, click . If applicable, choose a resource and push the service to a session timer to monitor your clients' sessions.
Click button to manually deduct the sessions. Specify the number of sessions to be deducted and Input any relevant remarks in the provided field. Click button to complete the process.
