Customer Profile Setup

In this section, you can view the list of previously created customers. If you wish to make modifications, you can do so. Alternatively, if you want to add a new customer, click on the “Add Customer” button.

Next, complete all the necessary customer details, including:

• Title
• Name
• Mobile number
• Email
• Address
• City
• Eir Code
• Date of Birth
• Gender
• Emergency contact Person
• Emergency contact Number
• Customer Type: – There are two customer types:

1. Individual: –
2. Organisation: – If you choose “organisation,” you need to provide the company name and Tax ID.

Next, click on the Add button to include the customer in your list.

Next, you can delete this customer by clicking on the delete icon. You can also view the details of the customer by clicking on the eye icon.

In this, you can also send temporary reset password mail to the customer by clicking on the Reset Password button.

Next, check the customer’s mail where you can get the login password for the customer.

Next, by clicking on this icon you can update the selected customer details.

Next, by clicking on the Membership button, you can view the list of memberships booked by the selected customers.

If you select Cancel with Refund:-

First, select the checkbox next to the item you want to issue a credit note for. Then, specify the quantity you wish to return in the “Return Qty” field. Finally, enter the refund amount in the “Refund Amt” field to complete the process.

Next, check the payment mode from the list in which you want to enter, make a credit note (refund) and enter the total payable partial refund. If you want to split the payment in two different modes then check both payment modes and enter the Amount you want to split.

Next, click on the Complete button to complete the credit note.

Generate a refund with multiple cards:-
To generate a refund with a card, select the card from the payment list from which you want to refund. If you have already refunded the amount from a card, then you cannot use that same card again to refund the item. You can also refund the amount from multiple cards if you have bought the item with multiple cards.

Select the item from the list you want to refund, and then enter the refund amount and the quantity you want to refund.

Next, select the payment mode card from the list and enter the amount. If you want to refund with multiple cards, then select two cards from the list and enter the amount in both cards’ enter amount field. If you have already refunded with one card, then you cannot use that card again for a refund.

To generate another refund for another item with the same invoice, select another card if available, or select the gift voucher payment mode to refund the item.

Next, click on the complete button, and the refund will process in the Clover device. It takes a few seconds to complete the process, so don’t reload the page or redirect to another page.

After the process is complete on the Clover device, it will generate a credit note invoice. You can also print that invoice by clicking on the print button.

If you select Cancel Without Refund:-

Select the item you want to cancel and click on the Cancel Booking button, and the booking is cancelled.

By clicking on the ellipsis (⁝) icon, you can assign this membership to another customer, and by clicking on the eye icon (👁️), you can view the details of memberships.

If the membership is a subscription type

When you click the “Cancel Auto-Renewal” button, your subscription will be cancelled, but you can repurchase the subscription for this package.

Next, click the Yes button to confirm, and the subscription will be cancelled.

Next, to renew this subscription click on the Renew Cancellation button.

Next, click on the Confirm button to renew the subscription.

If you receive a “Complete payment with the client’s consent” response, ask the customer to complete the payment on the mobile app.

To change the payment card, click the checkbox next to the card you want to select.

Next, Click on the Yes button to change the card.

And your card is changed.

In this section, you can freeze, unfreeze, or cancel the membership by clicking the respective buttons.

To freeze the membership, enter the reason and click the “Update” button.

By clicking on the unfreeze button, you can unfreeze this membership. If membership is frozen, then you cannot transfer this membership to another user.

When unfrozen, its validity or expiry date will be adjusted as per its balance days from when it was frozen.

You can transfer this membership to another user also by clicking on the transfer button.

To transfer a membership, click the Transfer button, select the customer to whom you want to transfer the membership, provide the reason for the transfer, and then click Update to confirm.

If you wish to cancel the membership instead, simply click the Cancel button.

Next, click on the update button and the membership is cancelled.

Next, by clicking on the Family & Guest button, you can add and delete the members of the selected customers.

By clicking on the family member’s name, you can see the details of the selected family member.

Next when you click on View Profile then you can see the full details of this selected customer.

Next, click on the Add button to include a new member.

You can also include members by selecting the Add New Member button.

Complete the customer details and select Add; the member will be added to the chosen customer’s list. Alternatively, you can use the Add Existing Customer button to include a member from the existing customer list.

After selecting the customer click on the add button and the member is added to the list of selected customer members list.

Next by clicking on the billing button you can see the list of selected customers and all booking invoices

By clicking on this icon, you can credit note (refund) the selected customer booking. This button is only shown if the selected item payment is not equal to 0.00

If you select Cancel with Refund:-

Start by selecting the checkbox next to the item for which you want to issue a credit note. Then, specify the quantity of the item being returned in the Return Qty field and enter the refund amount in the Refund Amount field.

Next, check the payment mode from the list in which you want to enter, make a credit note (refund) and enter the total payable partial refund. If you want to split the payment into two different modes, then check both payment modes and enter the Amount you want to split.

Next click on the Complete button to complete the credit note.

Generate a refund with multiple cards:-
To generate a refund with a card, select the card from the payment list from which you want to refund. If you have already refunded the amount from a card, then you cannot use that same card again to refund the item. You can also refund the amount from multiple cards if you have bought the item with multiple cards.

Select the item from the list you want to refund, and then enter the refund amount and the quantity you want to refund.

Next, select the payment mode card from the list and enter the amount. If you want to refund with multiple cards, then select two cards from the list and enter the amount in both cards’ enter amount field. If you have already refunded with one card, then you cannot use that card again for a refund.

To generate another refund for another item with the same invoice, then select another card if available, or select the gift voucher payment mode to refund the item.

Next, click on the complete button, and the refund will process in the Clover device. It takes a few seconds to complete the process, so don’t reload the page or redirect to another page.

After the process is complete on the Clover device, it will generate a credit note invoice. You can also print that invoice by clicking on the print button.

If you select Cancel Without Refund:-

Select the item you want to cancel and click on the Cancel Booking button, and your booking is cancelled.

If the Invoice is unpaid, you can also complete the payment for this invoice by clicking on the card icon.

To complete the payment, click on the card icon.

Subsequently, input the Total Payable Amount in the “Enter Amount” field and click on the Add button.

• Cash: – To make a cash payment, click on the Cash button.

The amount is added to the cash. You can see the list below. Click on the Complete button to finalise your booking. Subsequently, your POS bill is generated, and the bill details are displayed in the pop-up.

To print the bill, click on the Print button and choose the printer from the list (if it’s already connected to your system). The bill will then be printed.

• Card: – To make a card payment, select the card payment mode and enter the amount, and then click on the Add button.

The payment will go through Clover. Complete the payment using the Clover device if it is already connected to your system. You can also complete the payment using multiple cards in Clover. For multiple card payments, again select card pay mode and enter the amount, and click on the add button. It will send the payment to Clover, where complete the payment in Clover, and you can see below two payments below through the card in the payment list.

Choose a payment method.

Enter card number,

Enter CVV Security Code,

Enter Expiration Date,

Clover Payment is processing.

After the customer signs, click the “Done” button.

To add a payment with a gift voucher, select gift voucher from the dropdown and enter the gift voucher code in the gift voucher code field.

Next, click on the Apply Voucher button.

Next, enter the amount in the field and click on the Add button. You cannot add more than the voucher balance amount in the field if the selected pay mode is a gift voucher.

Next, click on the complete button to complete the payment.

You can also view the list of Clover payments that have been completed on the Clover device but have not yet been used in any bill. These payments can be applied to another bill or invoice by clicking the icon in the header of the Incomplete Payments modal.

When you click on the check button, that payment will be added to your payment list in the complete payment modal.

Upon completing the payment, your bill is generated, and you can see that the unpaid invoice has been issued an invoice number.

• Next, if you click on Notes, you can set reminders or notes for selected customers.

Next click on the Add button to add the notes.

Enter the desired note in the provided field, specify the date on which you want to remind the customer (You cannot enter a previous day date in the field), and then click the Save button.

Click the Action button to edit or delete a reminder or note.

• To add a payment card for a selected customer.

Click the Card button to add a payment card for a selected customer.

Then, click the Add Card button and fill in the required card details. You can set the card as the default by toggling the Set Card Default switch. Once done, the card will be added to the list.

• To view a customer’s check-in data, click the Check-In Logs button.