Customers are a collection of your customers using your App! When customers create an account through your app they become visible to you under Customers. If necessary, you can also add customers, individually, or through an import.
User Experience
Step-By-Step
Examples of how customers can create an account or login through the app.
Durning App Onboarding customers have the ability to create an account, log in (maybe they have a new phone), or continue as a guest.
If they visit Rewards and they do not have an account or are not logged in, they will be prompted.
If they visit Scorecard & GPS and they do not have an account or are not logged in, they will be prompted.
When customers create an account for the first time, they will go through an OTP verification process using their email address or cell phone number to verify it's them.
Once verified, they will now be able to access Rewards, save their Scorecard rounds and join or purchase any Subscriptions.
If you manually add a customer it's critical that you inform them so they know they can login using their email address or phone number. If not, they will receive an alert noting that an account is already created with that information.
A new tab will open up and on the ensuing page, click Customers
On the ensuing page, you can click Create or Import to add customers manually, should you wish
This is an example of the Customers page with customers automatically applied as they created their own accounts through your app.
Add a Single Customer
When customers create an account through your app, they are automatically added to your customer list. Should you wish to add customers manually here are the steps.
If you manually add a customer(s), either by spreadsheet or one at a time, it's critical that you inform them so they know they can login using their email address or phone number. If not they will receive an alert noting that an account is already created with that information.
A new tab will open up and on the ensuing page, click Customers in the left side menu.
To add a single Customer, click Create to get the ensuing popup
Customer Name
First Name and Last Name are required.
Email
Email address for customer OTP verification and targeted push notifications.
Phone
Cell Phone Number (for OTP verification).
Birthday
Birthday (not currently present in the App.
Address
Zip code provided when a customer purchases a Subscription.
Add Download Rewards (toggled on)
If you want them to get your download rewards. If toggled off, they will not receive download rewards.
Click Save to create your Customer.
Once saved you could manually apply Rewards to this customer; you could manually apply a Subscription or Membership to this customer. Payments are only visible once if the customer purchases a Subscription or Membership through your app.
Add Bulk Customers
When customers create an account through your app, they are automatically added to your customer list. Should you wish to bulk add customers manually here are the steps.
If you manually add a customer it's critical that you inform them so the next time they open the app or download it for the first time they know they can login using their email address or phone number.
Customers - Number of customers who have created an account within the app (this includes customers who do not have a subscription or no longer have an active subscription). Click on the analytics card to learn more about that specific metric.
Rewards - Number of rewards given and number of rewards redeemed. Click on the analytics card to learn more about that specific metric. Click into the rewards to get more specific metrics.
Memberships - Annual revenue your memberships have generated along with the number of active members. Click on the analytics card to learn more about that specific metric. Click into the membership to get more specific metrics.
Payments - Revenue of payments received and number of active subscriptions that Click on the analytics card to learn more about that specific metric. View all the payments and subscriptions.
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