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.
Here you can add general information about the customer, including contact details, date of birth, emergency contact information and email preferences.
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.
Check to see if the customer has a current waiver.
View or update the customer photo that shows up when the customer checks in.
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.
Enter notes about the customer for other staff members to reference in the future.
Review all past automated emails sent to the customer.
Add, edit and review tags that are associated with the customer.
Use the Quick Configure button to set the customer up for an ongoing EFT, a prepaid pass or a punch card.
Review the change history for the customer profile to see who made edits when.