Adding a new customer profile

There are several ways to add a new customer profile, depending on which part of Rock Gym Pro you are using at the moment. No matter which way you use, the steps are the same:

  1. When you add a new customer profile, you will be asked to add a name first, which the system will then check to ensure you aren’t duplicating an existing member.
  2. You’ll then be asked to tag the customer to track how they heard about the facility.
  3. Finally, you’ll see the customer profile window where you can set them up as a member.
     

Here are the ways to add a new customer profile using each app in Rock Gym Pro.


Data Entry
The most straightforward way to add a new customer is through the Data Entry window. Simply click the Add button on the bottom right of the screen to start the process.





POS
When making a sale to a new customer, click the Add New button at the top left section of the POS window.

 



Check In
If you are checking in a new customer to a class, click the Event/Class Check-In button on the Check In Screen, select the event, click the New Participant Quick Add button and then click the New Customer button.  

 

Calendar
If you are adding a new customer to a new booking, click the New Booking button on the main calendar screen, select the booking and date, and click the New Customer button on the Select Customer window.


For a booking that already exists on the calendar, click the event to bring up the event’s details, select the Participants/Check-In tab, click the New Participant Quick Add button and then click the New Customer button.  

 

 

 

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