Adding Notes to a Customer's Record

It can be handy to add notes to a customer’s record to keep other staff members updated on issues and questions. Here’s how to add a note to a specific customer's profile:

1. 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.
2. Select the Notes tab.
3. Click the Add button to add a note, the Edit button to edit an existing note, and Delete to delete a note. 
4. Click OK to save.

Alerts

When adding a note, you can 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 and you can end an alert end date as well.

Important Notes

You can also mark as “Important”. Important Notes are "pinned" to the top of the Note List and are displayed by most recent first. So the order of a complete Note List will be:

  1) Important Notes from the most recent to least recent
  2) Normal Notes and Notes with Alerts from most recent to least recent.

This feature can be used for information that you want front desk managers to see as the customer checks in but may not be appropriate to create an "alert" that disrupts the check-in process. Good examples include: “This customer has a peanut allergy” or “Aunt is allowed to pick up this student from practice”.

To enable, simply check the box at the bottom of the note: