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Customers

Customers

Here you can find all information about the customer management

Poldi Weißenböck avatar Daniel Nöllgen avatar Julia Scherf avatar +3
16 articles in this collection
Written by Poldi Weißenböck, Daniel Nöllgen, Julia Scherf and 3 others

Mediation of new customers

Eversports Finance avatar
Written by Eversports Finance
Updated this week

Customer - Rights management

In this article we explain how to assign different rights to different roles like employees and trainers
Steffi Wolff avatar
Written by Steffi Wolff
Updated this week
Introduction

General overview of customer dashboard

Here you have a brief overview of all options you have in the customer dashboard
Julia Scherf avatar
Written by Julia Scherf
Updated over a week ago

Create Customer Data

Julia Scherf avatar
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
Julia Scherf avatar
Written by Julia Scherf
Updated this week

Customer groups/Group assignment

Here you can find out what the different customer groups are for and how you can create new groups
Julia Scherf avatar
Written by Julia Scherf
Updated this week

Inviting and activating customers

How you enable your customers to independently manage their Eversports profile.
Andreas Scheible avatar
Written by Andreas Scheible
Updated over a week ago

Re-invite customer

This is the way to inform your customers about further bookings
Andreas Scheible avatar
Written by Andreas Scheible
Updated this week

Merge customer data

This is the way to merge the data of a customer that is recorded more than once in your customer management
Julia Scherf avatar
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
Daniel Nöllgen avatar
Written by Daniel Nöllgen
Updated this week

Creation of a teacher profile

In this article you learn how to create a profile for your teachers
Julia Scherf avatar
Written by Julia Scherf
Updated over a week ago

Export customer data

Learn how to edit and export customer data into a CSV file
Julia Scherf avatar
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
Julia Scherf avatar
Written by Julia Scherf
Updated over a week ago

Change product level

This is how you change already sold or used products
Poldi Weißenböck avatar
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
Julia Scherf avatar
Written by Julia Scherf
Updated over a week ago

Assignment of existing contracts

In this article you get to know how to assign an existing contract to the corresponding customer
Julia Scherf avatar
Written by Julia Scherf
Updated over a week ago