In Customer Queries, there is an option to include a “placeholder” customer record. Checking the box shown below allows remote customers to be included in your query result reports.
If a member at Gym A purchases a product or makes a booking at Gym B, checking this box would show this customer’s action in your query results.
In short, this option creates a hidden, "placeholder" (archived) record that simply stores the transaction of remote customers. This is useful managers that want to generate an email or contact list and need a count of ALL customers that purchased a product or made a booking, including purchases at remote facilities.
Important to Note: These placeholder customer records are classified as guest records, therefore membership information and the member's home gym location is not shown.
The records include the following information only:
- Customer Names
- Mailing Address
- Email Address
Also, please be aware that with this option selected, you will be unable to open the customer list in Data Entry, add Bulk Notes, or add Bulk Tags.