Editing customer information from the Check In window

When checking a customer in you may sometimes need to edit their information. Here’s how to do so without having to leave the Check In window.

  1. To get started, click Check In to launch the Check In window.
  2. Enter the name or barcode for the customer in the Lookup field.
  3. Once you’ve selected the customer their profile will display on the screen. Click the Edit Customer button to edit their information.
  4. You can now edit their contact information, membership type, credit card information and any other customer data.
  5. Click OK to save the edits.

 

 

 

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