Your Customers

All of your client data is in one place.

11 articles in this collection
Written by Chris, Sharon, and Victoria

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