Present customers (customers who are currently in your center)
Here, you can quickly see all customers currently in your center. You can see who will check out soon and who should have checked out already. You can also see the customer groups and their members. Lastly, you can see customers who checked in online and are waiting to be approved.
1. Go to the Center Dashboard
You can navigate to the center dashboard by clicking on "
DASHBOARD
" in the side menu. The current or present customers are displayed on the right side.
There are three different tabs: "Customers," Customer groups," and "Waiting customers."
2. Tab 1: Customers
You can view all customers currently checked into your center here.
You can look for a specific customer name or box number using the search bar.
You can see how many customers are checked in at the top right.
3. Show only customers that are in the center for more than one day.
Here, you can see all the customers staying at your center for at least one more day. The set checkout date is more than one day from now.
4. Show only customers that will check out in the next 24 hours.
Here, you can see all the customers that will check out in the next 24 hours. The set checkout date is less than one day from now.
5. Show only customers that should have checked out already.
Here, you can see all the customers that should have checked out already. The set checkout date is already in the past.
6. Tab 2: Customer groups
You can view all customer groups currently in your center here.
You can look for a specific group name by using the search bar.
You can see how many groups are in your center at the top right.
7. Open a customer group.
A modal will open with all group members when you click on a customer group.
8. Tab 3: Waiting customers
Here, you will find all customers waiting for their check-in to be approved.
Customers who fill in the online check-in form are added to the waiting customers. Here, you can check the information given by the new customers. When everything is correct, you can approve and add the customer to your customer database.
9. Details from waiting customer
After clicking on the name of a waiting customer, you can see all their information.
10. Click on Details
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