Add a new customer

Click Home > Point of Sale

Merging one customer account into another will:

To do this,

In the left hand nav, click Customers > Customer list > choose a customer

From their profile, click Actions > Delete customer

Unfortunately, unmerging two customers cannot be done. Here are some important things to consider in restoring both accounts as best you can.

If the missing customer had a credit card on file, its now been added into the remaining customer's account. You can remove this credit card info from the customer's profile using the Actions dropdown in the top right.

If you're unsure which card belongs to which customer, it might be safer to delete both, then ask each customer to re-add their card info. When asking this, you can share this article with them to help them self serve.

Did the missing customer have packs /credits / subscriptions that were merged into the other customer's?

Lets remove these first. Navigate to the existing customers account and delete these as needed.

You can do this from Customer List > New Customer.

After the missing customer's been added back, we'll now add their credits / subscriptions / packs back onto their account via 'New sale'.

These can be added back for free as the customer has already paid and we don't want to double charge them.

(Note: Since subscriptions typically charge once a month or fortnight, we'll first ring the subscription up as free, but then edit the subscription's renewal schedule / price in the next step -- to make sure it charges the right amount on the right dates going forward.)

Before confirming the free buy, consider unchecking this box before confirming the purchase so as not to notify the customer.

With subscriptions, after selling this month for free you'll want to edit the subscription's renewal price / date. Click the dropdown menu to the right of the subscription > edit.

Change the renewal price here and edit the 'Renews on' date (top right) as needed.

Don't forget to scroll to the bottom to save your changes.

Collect / View / Edit Specific Customer Info

Custom fields allow you to collect important information about your customers like existing injuries.

You can even ask your customers questions at checkout to obtain this info, and choose to make the answers optional or required. Once a customer gives an answer, they aren't asked the same question again on their next class signup. You can also make a customer's answer a 'badge' which shows next to their name on a class roster.

Important: Momence will soon debut a new feature called Native Fields. We'll have more info on how this affects custom fields in the near future.

To get started with creating Custom Fields, click Customers > Custom info Fields > Add field.

Next,

Custom fields allow you to collect important information about your customers like existing injuries.

You can even ask your customers questions at checkout to obtain this info, and choose to make the answers optional or required. Once a customer gives an answer, they aren't asked the same question again on their next class signup. You can also make a customer's answer a 'badge' which shows next to their name on a class roster.

To get started, click Customers > Custom info Fields > Add field

Important: Momence will soon debut a new feature called Native Fields. We'll have more info on how this affects custom fields in the near future.

You can collect customers' birthdays on checkout and sign up pages with the flip of a switch from General Settings.

This can prove useful later if you'd like to:

Note: If you already have Sequences set up to use birthdays as custom fields, we're updating your Sequences for you, so there's no action required on your end.

To do this, click Settings > General Setup > scroll to 'Collect customer birthdays.'

Then, choose whether to:

Lastly, type how your question will read to the customer.

Edit a class template (Classes > Class Templates) or individual class (Classes > Schedule > use the dropdown menu to the right to click Edit.)

Scroll to Restrict who is eligible to book and when > toggle on 'Restrict booking to customers of specific ages' > set the minimum required age and, if needed, the maximum age.

Birthdays (and ages) will now show in a customer's profile just below their name.

On a class Roster, if it's someone's birthday the teacher will see the date listed next to their name.

(ie. Show me everyone born after a certain year or everyone born before)

In the Customer List, if you use Customer Segments, you can now filter by birthdays.

You'll have several options for narrowing down the results. Afterward, use the 'Contact customers' button to message the list.

You can collect customers' birthdays on checkout and sign up pages with the flip of a switch from General Settings.

This can prove useful later if you'd like to:

Note: If you already have Sequences set up to use birthdays as custom fields, we're updating your Sequences for you, so there's no action required on your end.

To do this, click Settings > General Setup > scroll to 'Collect customer birthdays.'

Then, choose whether to:

Lastly, type how your question will read to the customer.

Edit a class template (Classes > Class Templates) or individual class (Classes > Schedule > use the dropdown menu to the right to click Edit.)

Scroll to Restrict who is eligible to book and when > toggle on 'Restrict booking to customers of specific ages' > set the minimum required age and, if needed, the maximum age.

Birthdays (and ages) will now show in a customer's profile just below their name.

On a class Roster, if it's someone's birthday the teacher will see the date listed next to their name.

(ie. Show me everyone born after a certain year or everyone born before)

In the Customer List, if you use Customer Segments, you can now filter by birthdays.

You'll have several options for narrowing down the results. Afterward, use the 'Contact customers' button to message the list.

Give your customer's dropdown menu options when entering their information. Here's how.

Visits are defined as being checked in. So, if a customer registers for a class or appointment but doesn't show, this will not count toward their total visits. If they are checked in to either a class or an appointment, they're visit tally will go up.

You can find the total visit count for a customer from their customer profile, just below their name.

For reports that give high level views of customer visits, click Analytics > Reports > scroll to Customers > and checkout these two reports that use visits.

Long time customer's can have long histories to sort through. If you're looking for a specific item within their history, you can narrow your search using special filters like Membership activity to save time.

To do this, locate a customer using Customer List > open their profile > click Activity > History > Filters.

Use the membership (or another) filter > click Apply filter.

The list will now be narrowed down to just activity by memberships. Use the dropdown carrots to see a detailed view of each memberships activity.

You can edit a customer's custom info fields for them by clicking Customers > Customer List > locating the customer and clicking their name. Then click this pencil icon above their name.

This pulls up a menu where you'll see their contact info, any documents attached to their profile, and all custom fields your studio or gym is currently using.

To edit or add new custom fields, click Manage custom fields.

Notes help you track your customer's progress. They can even be assigned to purchases for helpful context.

To add one, in the left hand nav, click Customers > Customer List > Search for customer & click their name

From their profile, click Notes > Add note

If you've chosen to add a regular note, you can assign it to a specific purchase by choosing a category, then using the dropdown menu. Or, to leave a stand alone note, use the 'Nothing' category.

If you've chosen to add a SOAP note, you'll find options to tie it to specific Appointment reservations or to create from a template

Afterward, both note types will appear here in the user's profile for reference.

When editing a customer's membership, you'll now see the details of the next 12 upcoming renewals. This allows you to customize the pricing of each renewal in ways that allow you to be flexible with customers when you need to be.

For example, maybe you want to avoid freezing a customer's subscription, opting instead to just give a discounted month or two.

To get started, click Customers > Customer List > Locate the customer and click their name > from their profile

Then click the three dots to the right of the subscription > Edit

Update the renewal price for the scheduled renewal(s) in question.

At the top of the pop up menu, you'll still have the ability to edit the:

Click Customers > Customer list

Select a customer > view their contact info below their name