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Displaying customer information on the Check In screen

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Migration Agent Default
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Depending on your preferences, you may want to display a customer’s personal information at check in. Here’s how to set the system up to display additional customer information other than a name and photo at check in.

  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 Check In check Show customer info box on Check In screen.
  4. The following customer information will now be displayed at check in:
  • Age
  • Phone
  • Birthday
  • Address
  • Emergency contact
  • Last visit
  • # of visits over last three months
  • In addition, you will now have the ability to edit a customer’s information from the Check In window, check their invoices and payments, review their documents and view their history.  
  • Click Close to finish.

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