It can be handy to add notes to a customer’s profile to keep other staff members updated on payments, issues and questions. Here’s how to add a note to a specific customer profile.
- You can add notes to a customer’s profile from several different places in Rock Gym Pro by double clicking on the customer’s name. This will bring up the View and Edit Customer window.
- Select the Notes tab.
- Click the Add button to add a note, the Edit button to edit an existing note and Delete to delete a note.
- When adding or editing a note, check the Alert on check in box to have an alert pop up the next time this customer checks in. You can also set a date if you don’t want the alert to come up until on or after a certain date.
- Click OK to save.