- Club Caddie
- Customers
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Troubleshooting
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General
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Settings
- 3P Integrations
- Card Connect
- Clover
- POSLink
- Class Management
- Class Rate Management
- Course User Info
- Day End Closing
- Event Settings
- Floor Plan
- General Course Info
- I-Frames
- Inventory Center
- Manage Roles
- Membership Settings
- Mobile App Builder
- Payroll Center
- Punch Card Type Center
- Register Settings
- Rack Rate Management
- Tax Management
- Tee Sheet Settings
- Terminal Management
- Venue Center
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Support
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Register
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Tee Sheet
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Starter Sheet
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Activities
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Events
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On Demand
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Customers
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Members
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Vouchers
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Sales
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Reports
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Quickbooks
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Hardware
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Mobile App
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Email Marketing
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KDS (Kitchen Display System)
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Video Training
Customers : Search, Add or View Customer Profile
This article covers how to Search/Add/View Customer profiles
Step-by-Step:
Step 1: Click on the “Customers” tab from the top navigation bar.
Step 2: Select "Customers" from the left row of the window and click on the "ADD CUSTOMER" button.
Step 3: Then the system will pop up the "ADD CUSTOMER" window. You need to fill in all customer's information and click on the "Save" button.
Step 4: You can search customer using the search bar by Customer Name, Customers Id or you can select customer manually.
Step 5: To search customers' profiles select a particular customer and click on the "Action" menu then click the "View/Edit" option. The system will pop up the "CUSTOMER PROFILE" window.