Migration Agent Default
Articles
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Editing Customer Information from the Check In Window
When checking a customer in you may sometimes need to edit their information. Here’s how to do so without having to leave the Check In window: To get started, click Check In to launch the Check In...
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Assigning a customer to an online transaction
Once a customer has booked an event through your website you will be notified by the Calendar. You will then need to assign the customer to a customer profile in your database. On the main calen...
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Creating a sales summary grid
A sales summary grid can be used to show your net sales over a period of time based on the invoice dates. You can create a summary based on all your accounts or just selected accounts. To get sta...
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Checking In a Customer for an Event or Class
In addition to checking in members, the Check In window can be used to check people into scheduled classes. To use this feature you have to enable it by going to Calendar > Manage Schedule > Setti...
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Casually Sharing Punch Cards
If a punch pass holder brings in a guest, they can share a punch with them. You can do this through the Share Punch button in the Check In window. This is meant for casually shared punches; if the ...
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Overview of Checking In a Customer
Rock Gym Pro allows you to check in members and customers for general usage, events, or classes. Here is the process for checking in customers: To get started, click Check In to launch the Check I...
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Customizing the Customer Activity Analysis report
When running a customer activity analysis you can choose from a number of different options for configuring the report. In this article we’ll look at how you can customize your report. To get sta...
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Choosing report activity dates for a Customer Activity Analysis report
When running a customer activity analysis you can use a variety of activity time periods to analyze. In this article we’ll look at your options for choosing a report activity date for creating a re...
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Choosing a customer source for a Customer Activity Analysis report
When running a customer activity analysis you can analyze everything from your full membership to finely selected subsections of customers. In this article we’ll look at your options for choosing a...
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Overview of Customer Activity Analysis reports
The Customer Activity Analysis Reports tool allows you to produce reports that display purchase or check-in history for a specific set of customers. The following are the general steps for creating...
