Overview of the customer profile window

The customer profile window is where you will update all of the customer information Rock Gym Pro uses for billing, payments, checking in or scheduling an event. This overview will help you find your way around the customer profile window, which you can access by either adding a new customer profile or clicking Edit Customer when you have a current customer profile selected in the Data Entry, POS or Calendar window.


General/contact information
Here you can add general information about the customer, including contact details, date of birth, emergency contact information and email preferences.


Membership type
Specify or change the type of membership this customer has.


Climbing proficiency level
Update the customer’s proficiency level to give them access to features limited to higher levels.


Waivers
Check to see if the customer has a current waiver.


Picture
View or update the customer photo that shows up when the customer checks in.


EFT/Billing
Choose the customer’s billing preference, including credit card, ACH bank draft or manual payments. Here you can also update information in case their card number or bank account changes.


Notes
Enter notes about the customer for other staff members to reference in the future.


Emails
Review all past automated emails sent to the customer.


Tags
Add, edit and review tags that are associated with the customer.


Quick Configure
Use the Quick Configure button to set the customer up for an ongoing EFT, a prepaid pass or a punch card.


Customer History
Review the change history for the customer profile to see who made edits when.

 

 

 

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