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  2. Customer Management

Customer Management

Email

  • Sending an email invoice
  • Sending an automated email for punch card purchases

Settings

  • Customizable Proficiency Levels / Belay Certifications
  • Using a manual terminate status to terminate a frozen account
  • Applying actions to source tagged customers
  • Editing the start and end date of an account’s status
  • Terminating a customer’s account
  • Unfreezing a customer’s account
See all 7 articles

Memberships and Punch Cards

  • Workaround for bulk adding a punch for multiple customers
  • Setting up employees to share a company punch card
  • Overview of membership payment type options
  • Viewing a gift card’s history
  • Reactivating an expired prepaid membership
  • Adding additional time to a prepaid membership
See all 25 articles
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