Your Customers

All of your client data is in one place.

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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.
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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
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Written by Chris
Updated over a week ago

Can I See Customer Health Concerns?

Keep important client health notes within reach
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Written by Chris
Updated over a week ago

Customer Birthdays

Adding and managing customer birthdays with Punchpass.
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Written by Chris
Updated over a week ago

How To Merge Customers

How to remove duplicate customer accounts.
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Written by Sharon
Updated over a week ago

How Do I Handle Children & Parents?

Setting up a family account.
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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.
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Written by Chris
Updated over a week ago

Can I Integrate Custom Training or Nutrition Plans?

Attaching documents to customer accounts.
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Written by Sharon
Updated over a week ago

How Can I Segment my Customer List?

Using a Custom Field for Customer Info
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Written by Chris
Updated over a week ago

How Do I Delete A Customer?

Deleting and Archiving Customers
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Written by Chris
Updated over a week ago

Mass Archiving Multiple Customers At Once

Bulk archive your inactive customers.
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Written by Victoria
Updated over a week ago

How Do I See My Archived Customers?

Access your archived customer list.
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Written by Chris
Updated over a week ago