Customers

Owners use Customers to find studio profiles and review memberships, bookings, and purchases. For front-desk attendance, use Check In.

Find or create a customer

Open Customers and search for the person's name or email.
Select the matching profile. Check the email before making changes.
If no matching profile exists, use the create control and enter Email, First Name, and Last Name.

You can also create a customer while linking a sale in Point of Sale. Customers still need to complete their own account registration to sign in. If a customer cannot sign in, confirm that they registered with the email on their studio profile.

Review a profile

The customer page shows contact details, visits, join date, class credits, guest passes, and payment methods.

Overview shows memberships, upcoming confirmed classes, and recent activity.
Activity shows booking and purchase activity and available booking actions.
SMS opens the customer's conversation when messaging is available.

Use Overview and Activity to find bookings. The customer profile's Schedule tab is not currently available for this task.

Add or remove credits

Select the edit control on Class Credits or Guest Passes.
Choose Add or Remove.
Review the amount and available credit details before confirming.

When removing credits, choose which to remove: soonest expiring, oldest, or newest. Credit adjustments change the customer's booking balance; they do not refund a card payment.

Manage payment methods

Select the edit control beside Payment Methods to view the customer's saved methods or add one. You can also add a method from Point of Sale after linking the customer.

Manage memberships and bookings

To stop a recurring membership, use its Cancel action in Overview. See Memberships for what cancellation does.
For booking cancellation or no-show actions, review Booking & Cancellation Policies.
For waiver status on an arriving student's booking, use Check In.

Get help with a customer issue

Send Vygor the customer's email, the affected class or membership, the date, and the result you expected. Include the displayed error if there is one. This is especially useful for duplicate profiles, membership pauses, and unexpected credit balances.