Customer manager - an introduction

Introduction:

Welcome to the Customer Manager, a powerful tool designed to help you efficiently manage your customers, bookings, passes, subscriptions, media, questionnaires, and more within our reservation system for yoga teachers and studios. Below, we'll walk you through the key components of the Customer Manager and how you can utilize them to streamline your operations.

Key Components:

1) Customer Details:

This section allows you to easily edit and update customer information. You can manage important details such as contact information, preferences, and any other relevant data to ensure accurate records.

2) Bookings:

Here, you can view, book, or manage existing bookings for events. Whether it's scheduling a class, workshop, or private session, the Booking section provides all the tools you need to keep track of your customers' reservations.

3) Passes:

In the Passes section, you can view, add, or manage customer passes. These passes can be used for event bookings or media purchases, providing flexibility for your customers and simplifying the booking process.

4) Subscriptions:

Manage rolling memberships that your customers have registered for in the Subscriptions section. Keep track of subscription details, renewal dates, and any associated benefits to ensure a seamless membership experience.

5) Videos:

Here, you can view, add, or manage the media that your customers can access. Whether it's instructional videos, guided meditation sessions, or other content, the Videos section allows you to curate a personalized experience for your customers.

6) Questionnaires:

Access questionnaires that your customers have completed in this section. You can view, manage, or add answers to questionnaires for individual customers, allowing you to gather valuable feedback and tailor your services accordingly.

7) Notes:

Keep track of important notes related to your customers in the Notes section. Whether it's specific preferences, past interactions, or other relevant information, this feature helps you provide personalized service and maintain detailed customer records.

8) Account Management:

The Account Management section enables you to archive or merge duplicate customer records, ensuring data accuracy and minimizing redundancy within your database.