In the customer file you can choose to select one or more members and click "Select action". In this article we describe what measures are available.
Go to "Customers" to view the customer file.
Archive
Move selected people to the list of archived customers.
Invite
Send an email to selected people with an invitation to register on MATCHi to be able to book and pay online.
Groups
Add or remove selected people to/from a group you have created at the club/facility.
Add offer
Add a punch or value card to the selected person. Used This feature is only used when the customer has purchased the card over the counter. Otherwise it is added to the customer profile automatically in the purchase.
Create invoice row
Create an invoice for the selected customer.
Send e-mail
Send an email with a longer message and a headline to the selected customers.
Send SMS
Send an email with a short message to the selected customer.
Merge customers
If a duplicate of a customer has been created you can choose to merge them into one. Select "main account" for the customer you want to keep. (Suggests the customer with the most information).
Note: Drop ins, subscriptions, course applications, course participations and invoices does not move with the customer. You can rebook everything by yourself for the customer you like to keep except for invoices.
Export
Choose to export a list of selected customers / members directly to Excel.