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:
- 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.
- You’ll then be asked to tag the customer to track how they heard about the facility.
- 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.
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.
When making a sale to a new customer, click the Add New button at the top left section of the POS window.
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.
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.