User-profile details:


On the left:

  • name
  • picture
  • status
    • active
    • potential
    • former customer
  • edit button (see Creation of a User's Profile for more details)
  • profile ID
  • consultant
  • date of birth
  • email
  • badge ID (card number)


On the right:

  • General

  • Shortcuts





Assign card: click on the button and scan the card to assign to the user. Than click on Save Changes. The card details will be available in the user's profile (Info -Card)


Assign IBAN: click on the button and insert the details required in the picture #1



Automatic-Renewal Cancellation: click on the button and select the required multipack, see picture #2 


Rescission: click on the button and select the required multipack and rescission date, see picture #3


Open the E-Commerce profile of the user


Change Email: shortcut to replace the user's email with a new one




  1. SDD-Payment Details
  2. Automatic-Renewal Cancellation: through the shortcut it is possible to cancel the automatic renewal of a multipack and the corresponding future instalments to pay:
    • select the corresponding task (previously created in the Settings). The cancellation date is set on the current date
    • select the multipack/s 
    • click on forward
    • click on YES to confirm the cancellation
  3. Rescission: through the shortcut it is possible to rescind a multipack:
    • select the corresponding task (previously created in the Settings)
    • select the rescission date 
    • select the multipack/s 
    • click on forward
    • click on YES to confirm the rescission


In the middle:

  1. purchased
  2. activities/access records
  3. info
  4. timeline


1) purchased:

  • main: in this section there is a summary of all the subscriptions and passes purchased by the user.   

                                                             


the item is active

the item is active but it hasn't been paid

the item has expired

the item has expired and it hasn't been paid


the clock icon opens the window for class booking (only for multipacks). To know more about class booking please click here



To see all the info about the item, click anywhere on the corresponding row:

  • if the item is a multipack:
    • summary: the summary of the subscription provides details about the remaining and consumed credit (in the example below the value is 0 as this subscription provides unlimited access within the period of validity), the starting and end date of validity and the price list/optional rows. If you click on "Sold Items" a list of the items included in the multipack is provided
    • classes: the system provides a summary of the classes included in the multipack with a green tick for presence and a red cross for absence. Through the Add Access button it will be possible to add an access that for any reason was not recorded by the system.
    • notes
      • notes 
      • tags
    • suspensions: click on Add to add a suspension to the multipack (suspensions are not available for courses)
    • accounting: the system provides details about the purchase. If you click on Edit you can change the price, sale date payment due date and seller. It is also possible to enable web payment if the item is yet to be fully paid.

                    On the left you can find a list of buttons: 

                    - general:

                                    - booking: class booking

                                    - renewal: renew the multipack

                                    - freeze: suspend the multipack

                        - actions:

                                        - refund: refund the amount paid for the multipack. The system automatically calculates the amount according                                            to the remaining validity of the multipack, but the amount and the cancellation date can be edited. It is also                                              possible to issue a coupon.

                                        - substitution: change the holder of the multipack

  • if the item is a course
    • info:
      • purchase date
      • enrolment date
      • description
      • trainer
      • facility and area
      • notes
    • classes: list of classes of the course with icons indicating the customer's attendance or ab
    • accounting: the system provides details about the purchase. If you click on Edit you can change the price, sale date payment due date and seller. It is also possible to enable web payment if the item is yet to be fully paid.

         

 On the left you can find a list of buttons: 

  •  general:
    • renewal: renew the course for another season/sub-season
    • change course: it is possible to move a customer from one course to another. Please note that all absence/attendance records will be lost. Just select the necessary filters and click on the yellow button. Then pick the new course and click on Change Course. The enrolment will start on the date specified in the filters. If no date is specified, the customer will immediately be moved to the new course.
  • actions
    • refund: the customer will be refunded the remaining amount of the course calculated on the number of classes left. However, it is possible to edit the amount and the cancellation date (of the course enrolment). If the box is selected a coupon worth the amount of the refund will be issued.

  • services: here you can find a list of all the services purchased. If you click on Reschedule it will be possible to change the date and time of the service, if you click on Info you can check the details of the service, delete it or refund it.


                                                  the service has been booked but it has not been paid yet

                                                 the service has been paid but it has not been booked yet

                                                 the service has already been enjoyed or it has expired



  • proshop: here you can find a list of all the items purchased by the user via ProShop
  • coupon: here you can find a list of the user's coupons and add new ones
  • quotes: here you can find a list of the quotes provided to the user. To see how to add a quote click on -> quotes 

2) activities/access records

  • agenda: printable list of all the classes the user has booked (or classes of the course/s the user has enrolled onto). It is also possible to filter them by date.
  • access records: list of all access records (they can be filtered by date)
  • remaining passes: list of remaining passes available
  • waiting list: the table shows which classes/courses the user is on the waiting list for, since they have reached the maximum number of participants but can still be available in case another customer decides to withdraw/cancel their booking. To know how to add a customer to a waiting list click here: Waiting List for Courses - Waiting List for a Class

3) info:

  • family group: it is possible to add the user to a group (for discounts and promotions)
  • skills: it is possible to add/delete users' skills for them to join the club's activities and courses ((if such activities require specific skills)
  • medical certificate: it is possible to add/edit/delete a medical certificate (if it is required for users to join the club's activities)
  • card models: it is possible to assign a card to the user or edit/delete it (e.g. club/sport-association registration) 
  • card: card assigned to the user for access-control purposes. It can be deleted or disabled so that it can be used again and re-assigned to another user.
  • referral: it is possible to add new or potential customers referred by the user
  • SDD info: details about payments via Sepa Direct Debit: 

click on Detail to see: 
1) details of the customer's account for SDD payments 
2) related SDD payments linked to the account

click on the arrow to show more options:

  • freeze: the account details for SDD payments will be suspended but they can be enabled for SDD payments again (if necessary); 
  • delete: once deleted, new details must be provided for SDD payments;
  • set as default -> the default account for SDD payments is marked with the green icon. You can change the default account for SDD payments by clicking on Set as Default (on the corresponding row).


  • automatic payments
  • biometric data

4) timeline