Your customers are key to your business as is keeping track of them. RecTimes makes it easy to add and manage your customers. You can even import your customers from other systems.
Here are multiple ways customers can be added to your facility.
1. From the customer's tab on the left-hand side:
The easiest way is to go to your Customer Tab on the left-hand slide-out menu and select the +ADD button on the top menu bar. Here you can enter your new customer details and hit save.
2. During an admin booking:
See the short video below:
Send Login Details to Customer
Once you have created a customer, you can send their login details with a direct link that allows them to create a password and log into their account. From their account, they can see group details such as: Bookings, Invoices, Agreements, etc. (note: they will only see details for their specific customer group and any subgroups assigned to them). Note: If the customer signed up online you don't need to send these details.
To send login details to existing customers, go to the Customers tab and search for the group. Then do one of the following:
- Check the box next to the customer then click Send in the top menu and choose Customer Details.
- You can optionally add a custom message and then click Send Message
- Click the customer name to open their account. Select the Profile tab at the top, then select the Contact tab at the top of the pop up and choose Select Send Account Details in the drop down.
- Add a message and click Send Message.
The email that is associated with that group will receive their basic account information, a chance to change the password and detailed online booking instructions. To see or edit the default email, go to Settings in the left menu and click on Emails and click on the Account Details email.