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. When adding or editing a note, 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.


  5. Click OK to save.



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