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Customer management & communication
By Lucas and 1 other2 authors23 articles
Merge one customer into another
Add a new customer
Find a customer's contact info
Assign notes to a customer or a specific purchase they made
Delete a customer
Edit a customer's contact info or custom info fields
View a customers total visits
Edit a customer's membership renewal date, pricing for upcoming renewal periods, or the renewals left
Add a custom info field for injuries, or other information
Use Drop Down Menus to ask your customers how they hear about you
Check a customer's class activity by membership
Prompt customers to enter their birthdate in checkouts, display birthday badges on class sign up lists
Message your customers from your Inbox
See Who's Waiting On a Response in Your Inbox with the “Not Responded” Filter
Customize your transactional email templates
View your sent messages
Unsubscribe a customer from marketing or transactional messages
Edit the email template for unsuccessful renewals
Notify customers when they've used their pack's last credit, using Sequences
Automatically Send Waiver Changes to Customers Registered for Upcoming Classes
Check your monthly text message (SMS) limit
Drag and Drop Email templates are now available for Transactional Templates
New Customer Segment Filters: "Customers who don’t have selected membership active", "Customers who don’t have this tag"