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

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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

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