Setting an alert for infrequent customers

If you would like to know when a customer hasn’t visited within a certain amount of time you can have the system alert you the next time the customer checks in. This is useful to ensure your customers have been climbing/bouldering/belaying within the last X months and still remember how to use your facility properly.

  1. In the Data Entry main window click Manage and select Settings to bring up the Configure Settings window.
  2. Click the Customers tab.
  3. Under Special check in Alerts check Alert if not visited in X months.
  4. Enter the number of months you would like to trigger the alert.
  5. Click Close to finish.

 

 

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