Navigate to the Customer Profile or Account you are looking to make changes to. Then, make any changes necessary, including marking them as a noshow-er, changing their assigned player type, updating contact information etc. Confirm the changes are correct and save them.
If you see any error messages when making these changes, please reach out to the support team for further assistance
Customer profile notes
There are multiple ways to add notes to a customer profile. They differ in how they can be exported, and how they appear on the tee sheet when creating or reviewing reservations.
Applying tags to customer profiles
- Tags will not appear on the tee sheet or when creating reservations
- Tags can not be exported from a report
- Open the customer profile
- Click the down arrow in the top right corner
- Click Manage Tags
- Create new tags or apply existing ones as necessary
- Save changes
Writing notes into a member or bag number
- This could be the best way to mark no-shows on customer profiles
- Text written into these fields will appear on the tee sheet and when creating reservations
- Member & Bag Numbers can be exported from the Customer Segmentation report
- Open the customer profile
- Click Edit at the top right
- Write info into the Member Number and/or Bag Number fields
- Save changes
Creating and using custom fields
- Custom Fields will not appear on the tee sheet or when creating reservations
- Custom Fields can be exported from the Customer Segmentation report
- If you have already created Custom Fields, you can continue from step 4
- From the Sidebar, navigate to Settings → Custom Fields
- Click Create in the middle of the page or the + button at the top right of the page
- Write a Field Name for the Custom Field and Save
- You can click on existing custom fields on the right to edit or delete them
- Open the customer profile
- Click Edit at the top right
- At the very bottom of the window that appears, you will see the created custom fields
- Save changes
Manually adjusting player types
It is best to sell a subscription if you are trying to add a membership to a customer's profile.
- Open a customer profile.
- Click Edit.
- Scroll down to Local Player Type and click the drop-down list.
- Select the intended player type.
- Click Save.
Deleting customer profiles
- You will see an error message if you are trying this with a customer profile with an active house account
- Open the customer profile
- Click the down arrow in the top right corner
- Click Delete
- Confirm the deletion in the prompt that appears