Managing Customer Profiles & Information
All of your client data is in one place
By Chris and 4 others5 authors16 articles
- Can I create a new customer intake form?Using Custom Fields and Forms to Collect Customer Data
- How do I delete a customer?Deleting and archiving customer accounts
- How do I see my archived customers?Access your archived customer list
- How to Archive Multiple Customers at OnceTidy up your Active Customers list by archiving your inactive customers
- Entering Preferred PronounsPunchpass supports the ability for customers to identify and edit their pronouns.
- Customer Health Status InformationKeeping important customer health notes within reach
- Customer BirthdaysAdding and managing customer birthdays with Punchpass.
- Adding External Documents to Customer ProfilesHow to link documents, training plans, and external forms to a customer account
- Working with Customer TagsAdd context and categorize customer accounts with tags
- Can I Keep Notes About My Clients?Add routine notes to accounts & flag them when they need special handling
- Handling Bounced EmailsHow Punchpass flags customer emails that have bounced, how we let you know, and what you can do about them.
- How can I track my students' COVID-19 vaccination status?We're brainstorming new options to help track your students' COVID-19 vaccination status but here are a few methods you can use right away.
- How do I know if a customer has created a login for their account?
- Fixing Customer Email Addresses
- Resolving Customer Login IssuesWhat to do when a customer has trouble signing in with their account or using Google
- Merging Customer AccountsHow to remove duplicate customer accounts