Managing your customer/ client records is very easy on Now-Studio. You can quickly create a new customer by adding 4 essential fields viz. Email, First and Last Name and Documents signed (Yes/ No.)
Moreover, you can also directly create a new customer from the dashboard. For this, go to dashboard and type the First and/or Last name of the customer. Now, click on CREATE NEW CUSTOMER link.
The Create Customer pop up box will open up. The First and Last Name will be displayed automatically. Specify the customers Email ID/ Identification and click on create new customer button.
That's all, the customer has been created successfully. You can provide additional details for this customer later.
Once a new customer record has been created, you can also specify the other details as per the requirements:
Subscribing customer to a plan
If your customer is subscribed to a plan, then it is necessary for you to save the credit card information of your customer so that you can charge him/ her.
Following are the steps to subscribe your customer to a plan:
Purchasing Credit Balance for the customer
Credit Balance is an amount paid by the client in advance. If the client does not want to pay using a Credit Card or cash every time, he/she can purchase a Product or can attend a class using Credit Balance. Now, every time he/she makes a purchase or attends a class he will be charged from his/her Credit Balance amount.
To purchase credit balance for the customer, click PURCHASE and select Purchase Credit Balance from the drop down menu. Now, on thePurchase Credit Balance screen, select the Customer Payment Method and Quantity (amount). Click submit to save the record.
Purchasing Class Packs for the customer
Class pack allows the customer to purchase a set of classes at once. This feature will authorise the client to attend a particular number of classes without subscribing to a plan or purchasing a membership. Once, a client purchases a Class Pack, every time he/she checks-in for a class, his class pack will decrease unit wise. Once the client has used up all the classes, he cannot sign up for a class unless he is subscribed to an active plan or membership.
To purchase credit balance for the customer, click PURCHASE and select Purchase Class Pack from the drop down menu. Now, on the Purchase Class Pack screen, select the Customer Payment Method and Quantity. Click submit to save the record.
Purchasing Membership for the customer
Limited Time Memberships are meant for those who do not want to subscribe to ongoing Subscription Plans. Using this method, the customer is only charged once upfront at the time of the purchase for the entire period. He/she will not be charged repeatedly. The membership can be set up in days, weeks, months and years.
To purchase credit balance for the customer, click PURCHASE and select Purchase Membership from the drop down menu. Now, on the Purchase Membership screen, select the Product Name(i.e. the membership type) Customer Payment Method and Quantity. Click submit to save the record.
Checking/Updating Customer details on the dashboard
You can check all the essential details for your customer on the dashboard. To do so, just type the Name on the customer in the search filter.
Now, click on the name of the customer that appears below the search filter. You can now view all the essential details of your customer (like card expiry date, plans, class balance and credit balance). Also, there are links also to add plan/ membership/ class balance/ credit balance or to make purchases for this customer.
Customer check in from the dashboard
You can check in the customer to a class directly from the dashboard. To do so, firstly select the class to which you want to check the customer into. Next, type the name of the customer in the search filter. You will see that all the customer details will show up just below the class.
Now, click confirm button.
In case you want to undo the check in, just click on the delete button located to the extreme left hand side.
If you want to check in the customer later on then, you can reserve the spot for him/ her. Click on Reserve button after typing the name of the customer.