Every time a customer uses your Punchpass public pages to reserve a spot in class or buy a pass, that person is added to your customer list automatically if Punchpass doesn't recognize their email address.
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You'll find that your customer list grows quickly and organically as you start to use the system.
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It's also super easy to add a new customer yourself, here's how:

Once you've gotten familiar with Punchpass, adding your customers can be quick and (dare we say?) even a little fun.

From the Punchpass navigation, click on Customers, and press the '+ New Customer' button.

To get started, we recommend entering at least the customer’s first name, last name, and email address.

You can also send the customer an invitation to complete their account setup and create a login by selecting the option at the bottom of the page.
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If a customer has a pass that's already in progress, you can save time by using the Create Customer AND Pass button. This lets you enter their details and set up their pass in one go.

When you assign a customer pass, the pass settings are editable, so you can adjust the number of credits available, the dates, etc. and be on your way. Here's more information on partially used passes.

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If they'd like to purchase a pass, you can direct them to purchase the pass so their information appears in the system automatically.

When customers create logins for their accounts, they're able to manage reservations, review pass statuses, and view their upcoming reservations, reducing your admin time.

Here's how to help them complete the setup process:

After manually adding your customer list to Punchpass, you'll want to make sure to ask your students to visit your schedule and click on the Create Account button to create a login.
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You can do this by:

To email your entire customer list, from the navigation, click on Customers to open the Active Customers list. Click on the Email Everyone button to compose an email to your entire list.
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When the uploaded customers visit your schedule and press the Create Account button, Punchpass will attempt to match them with an existing customer from your list based on their email address.
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They'll fill out their details, receive an email to confirm, and will be prompted to set up a password to complete the login setup.
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For more information on how customers create accounts in Punchpass, please see this guide.

There are two places in Punchpass where you can review the status of customer logins: the New Customers report and the Info tab of each customer account.

Using the New Customers Report shows a list of all new customer accounts created in the last 6 months. This report notes whether a customer has created an account or not.

From the Admin side of Punchpass, visiting a customer account > Info tab will show you if the customer has completed creating their account.

Accounts with logins successfully created will appear as "Customer Has a Login - Confirmed" and those customers who haven't completed the account setup will appear as "Customer has a Login - Unconfirmed."

When someone doesn't have a login or hasn't completed the account setup process, you can invite them to create a login by clicking the More dropdown and selecting "Invite Customer to Create a Login."

For those customers who appear as "Customer has a login (unconfirmed)" this means the customer missed opening the email with the subject "Confirm Your Punchpass Account for Punchpass."

When customers go through the account creation process, we send them an email with a link to confirm their account. This link should be clicked within 24 hours.
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​If they missed clicking this link in time, resetting their password will get them back on track. They can simply visit your public schedule, Sign In button, and follow the prompts to reset their password.
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​You can also send them a link to sign into Punchpass and direct them to reset their password from their profile. From the customer account > Info tab > click on the More dropdown and select the option to "Fix Login & Email Customer Login Link."

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For more information on how customers create accounts in Punchpass and troubleshooting customer login issues - please see this guide.

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