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Vivien Underwood

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Latest activity by Vivien Underwood
  • Vivien Underwood created a post,

    Finding a subset of customers by customer id

    Hello all,  I have a list of customer IDs that I want to use to create a subset of customers. The specific criteria I need to use to identify the customer group are not available to me within the c...

    • 1 follower
    • 1 comment
    • 0 votes
  • Vivien Underwood commented,

    Thanks Andy. The customer booking profiles are a great addition. Just one further question - I noticed in the FAQs that it mentions being able to configure these profiles from data entry>manage> bu...

  • Vivien Underwood created a post,

    Booking multiple classes

    Hello, Two questions: 1) Is there a way for someone to purchase multiple classes (different dates, or different actual class types, rather than multiple places on one specific instance of a class)...

    • 2 followers
    • 3 comments
    • 0 votes
  • Vivien Underwood created a post,

    New installation and premium account

    Hello there, We've just installed RGP on a couple of new machines and the new instance of the platform isn't recognising that we have a premium account. It's not me installing this - I'm trying t...

    • 2 followers
    • 3 comments
    • 0 votes
  • Vivien Underwood commented,

    Hi Andy, OK - thanks. So we have three types of customer. Those who hold some kind of pass (or pre-paid) who are classified as members on RGP - Passholders Regular climbers who don't hold any kind...

  • Vivien Underwood created a post,

    Guest passes for non-members

    Hello all, I'm trying to find out whether there's a way to use guest passes with customers who are non-members. Is there a setting that can be changed? Thanks, Viv.

    • 3 followers
    • 3 comments
    • 0 votes
  • Vivien Underwood commented,

    Worked like a charm Andy - thanks so much. You've just saved us a lot of messing about with notes and alerts.

  • Vivien Underwood commented,

    I've created a custom policy as policy 1. How long do you think it would take for you to create the sql (just so we can manage things in the meantime)? Thanks Andy.

  • Vivien Underwood created a post,

    Bulk application of policies

    Hi there, Is there any way to bulk apply a policy? We're introducing a membership fee but I want everyone who is currently a customer to be exempt (and therefore not have the policy alert show up)...

    • 2 followers
    • 4 comments
    • 0 votes
  • Vivien Underwood created a post,

    Annual registration fee

    Hello again, We're introducing an annual registration fee but I'm having difficulty setting it up so that it automatically expires on twelve months on. I was planning on just adding it as a produc...

    • 1 follower
    • 1 comment
    • 0 votes