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Your Customers
All of your client data is in one place.
12 articles in this collection
Written by
Chris,
Sharon,
and
Victoria
Syncing Your Customer List with Mailchimp
Punchpass integrations let you sync your customer list in Punchpass with your Mailchimp account, to enable email marketing.
Written by
Chris
Updated over a week ago
Can I Keep Notes About My Clients?
Keep routine notes about your clients & flag them when they need special handling
Written by
Chris
Updated over a week ago
Can I See Customer Health Concerns?
Keep important client health notes within reach
Written by
Chris
Updated over a week ago
Customer Birthdays
Adding and managing customer birthdays with Punchpass.
Written by
Chris
Updated over a week ago
How To Merge Customers
How to remove duplicate customer accounts.
Written by
Sharon
Updated over a week ago
How Do I Handle Children & Parents?
Setting up a family account.
Written by
Chris
Updated over a week ago
Handling Bounced Emails
How Punchpass flags customer emails that have bounced, how we let you know, and what you can do about them.
Written by
Chris
Updated over a week ago
Can I Integrate Custom Training or Nutrition Plans?
Attaching documents to customer accounts.
Written by
Sharon
Updated over a week ago
How Can I Segment my Customer List?
Using a Custom Field for Customer Info
Written by
Chris
Updated over a week ago
How Do I Delete A Customer?
Deleting and Archiving Customers
Written by
Chris
Updated over a week ago
Mass Archiving Multiple Customers At Once
Bulk archive your inactive customers.
Written by
Victoria
Updated over a week ago
How Do I See My Archived Customers?
Access your archived customer list.
Written by
Chris
Updated over a week ago