Clients administration

Register a new customer
To register a new customer you must go to Customers -> Add new record Then you'll see the form to fill in with all the details of your new c...
Thu, 11 May, 2017 at 9:37 AM
Delete duplicated customers
If you find that for any reason a client is registered twice on the system you can use this to fix it. To delete duplicated customers go to system / Too...
Mon, 22 May, 2017 at 5:14 PM
Unregister a client
To unregister a client you should go to Clients / Clients Once you can see the list of your clients look for the client using the search field and pres...
Wed, 8 Mar, 2017 at 1:47 PM
See one/all client's debt
To see the debt of a customer we can go to Customers -> Customers . There we will see the list of our customers, then we can press on  to access ...
Tue, 1 Aug, 2017 at 11:06 AM
Reactivate Clients
To re-activate a client go to Clients --> Clients. There you'll see the list of the active clients by default (the deactivated clients ...
Thu, 20 Apr, 2017 at 5:18 PM
Manage family units
The family units can be created through Customers / Family units or through the customer's file, in the additional information section. The family...
Tue, 9 May, 2017 at 2:12 PM
Set the sport level to a client
  To set the sport level to a client look for the client on Client -> Clients.   Once there click on  to enter the client's file ...
Thu, 20 Apr, 2017 at 4:37 PM
Create new types of relationships between customers
To create new types of relationships between customers, we will go to System -> Additionals -> Relationship Types We will see the following scree...
Thu, 11 May, 2017 at 9:58 AM
Relate two Clients to each other.
To relate two clients to each other you can go to Clients -> Clients. Once you see the client's list, click on  in the client you want to re...
Thu, 20 Apr, 2017 at 4:17 PM
Share credit / balance between customers
How to rectify a customer's balance/creditThe customers can share their credit if they want to. If you are asked to do so, you can go to Customers ->...
Thu, 11 May, 2017 at 2:11 PM