Customers

Here you can find all information about the customer management

16 articles in this collection
Written by Poldi Weißenböck, Julia Scherf, and Eversports Finance

Customer - Rights management

In this article we explain how to assign different rights to different roles like employees and trainers

Written by Julia Scherf
Updated over a week ago

Mediation of new customers

Written by Eversports Finance
Updated over a week ago

Introduction

General overview of customer dashboard

Here you have a brief overview of all options you have in the customer dashboard

Written by Julia Scherf
Updated over a week ago

Create Customer Data

There are three ways in which new customer data can get into your Eversports manager.

Written by Julia Scherf
Updated over a week ago

Customer management

Customer overview

The customer overview illustrates the most important data of your customers and allows you to edit them

Written by Julia Scherf
Updated over a week ago

Customer groups/Group assignment

Here you can find out what the different customer groups are for and how you can create new groups

Written by Julia Scherf
Updated over a week ago

Inviting and activating customers

How you enable your customers to independently manage their Eversports profile.

Written by Julia Scherf
Updated over a week ago

Re-invite customer

This is the way to re-invite your customers and inform them about further bookings

Written by Julia Scherf
Updated over a week ago

Merge customer data

This is the way to merge the data of a customer that is recorded more than once in your customer management

Written by Julia Scherf
Updated over a week ago

Remove customer data

Here you will learn how to delete customer data in compliance with the data protection

Written by Julia Scherf
Updated over a week ago

Creation of a teacher profile

In this article you learn how to create a profile for your teachers

Written by Julia Scherf
Updated over a week ago

Export customer data

Learn how to edit and export customer data into a CSV file

Written by Julia Scherf
Updated over a week ago

Create a list of email address of new customers

That’s how you can create a list with all email address of new customers. You can use it to send a special new customer newsletter

Written by Julia Scherf
Updated over a week ago

Change product level

This is how you change already sold or used products

Written by Poldi Weißenböck
Updated over a week ago

Transfer of products to Eversports

Assignment of existing services

In this article you get to know how to assign an existing service to the corresponding customer

Written by Julia Scherf
Updated over a week ago

Assignment of existing memberships

In this article you get to know how to assign an existing membership to the corresponding customer

Written by Julia Scherf
Updated over a week ago