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New customer create and import feature

By December 6, 2021September 23rd, 2022No Comments

We have made bringing new customers onto your booking system even easier. With the latest enhancement to our Customers feature, you can now:

  • Create individual customer accounts in seconds from the Portal and iOS/Android apps
  • Import multiple customers from CSV files
  • Invite customers to claim accounts as part of the creation process or at any time
  • Add customers to sessions/gift packages whether or not the account is claimed

In addition, we’ve made it super quick and easy to add customers to multiple sessions in one go (rather than having to drill into multiple standalone sessions).

Find out how you can best use this feature!

Can I book for my customers?

How do I add and onboard/migrate my customers?

https://www.youtube.com/watch?v=I3291xdWg1k