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Customer information within the profile

You will find the following information about a customer within their profile:

Summary Tab:

  • Membership Benefits
  • Upcoming Rounds
  • Recent Rounds
  • Recent Orders
  • Products Purchased

Details Tab:

  • Edit the customer’s contact information

Tags Tab:

  • Shows you the tags associated to this customer
  • You have the ability to add/remove tags as needed

Notes Tab:

  • Add Customer Notes

Rounds Tab:

  • Upcoming Rounds
  • Recent Rounds

Orders Tab:

  • List of the orders associated with that customer

Billing Tab:

  • Add a credit card on file
  • Enable a credit account
  • View credit account statements

Membership Plans Tab (this will only be active if the customer has a membership):

  • Shows active and inactive memberships
  • You can purchase a new membership for that customer through this tab as well
Support categories

User guide App User guide

Gift certificates and cards
Merchant processing and POS