You are viewing the documentation for an old version of Ovatu (Classic)

How do I manage Customers in a Class Reservation?

To manage Customers in a Class Reservation, find the Reservations on the Bookings screen and open it.

Click Attendees


Use the following options to manage Customers

Click the Edit icon to edit Customer details 

Click the Check In icon to check the Customer in 

Click the No Show icon to mark Customer as a no show 

Click the Sale icon to create a Sale and pay for the class 

Click the Delete icon to delete the Customer from the Attendee list 

Click the Add Customer button to add another Customer to the list 

To manage Customers in a Class Reservation, find the Reservation on the Bookings screen and tap it


Scroll down to Customer attendees and tap on the arrow

You  will see a list of the Customers already booked into this Group Reservation



Taping Actions at the top of the pop up, is a shortcut to common actions performed. Tap on the action (Check-in, Mark as Paid, or Email Sale), and then tap on the Customer for whom you wish to perform that action.


Taping on a Customer's name to edit their detail, and perform various Actions:



Cancel ReservationTap on Cancel Reservation to remove the Customer from the attendees list
Customer Check-inTap on Customer Check-in  to check the customer in to the Class. A Check in pop-up will appear. Select from the options: Please note: Use Pass(es) will only be an option if that Customer has purchased a relevant valid Pass. Selecting Use Pass(es) will remove one usage from that Customers' Pass. ( See Passes Help Guide)
Didn't show Tap Didn't show to mark the Customer with a No-show tag. The NO-show tag can be removed by tapping (x)
Send EmailTap on Send Email to send various notification emails to the customer
Delete ReservationTap Delete Reservation to delete the reservation from the schedule completely
Create SaleTap Create Sale to create a sale for this customer


To manage Customers in a Class Reservation, tap on the Reservation on the Bookings screen


Tap Attendees


You'll see a list of the Customers already booked into this Group Reservation


Tap on the Customer's name to carry out various Actions:



Field
Description
Cancel
Removes the Customer from the attendees list
Check-in
Check the Customer into the class
Didn't show
Mark the Customer with a No-show tag. The No-show tag can be removed by tapping (x)
Send Email
Offers various notification emails to the Customer for you to send
Move
Move the Customer to a different class
Rebook
Offers options to re-book for one class in X number of weeks
Delete
Deletes the reservation from the group booking completely. Deleted Reservations will not show in the customer profile
Create Sale
Create a sale for this reservation


Tap EDIT in the top right hand corner of the Attendee box to edit the following:


FieldDescription
Price
Edit the price for this particular Customer
Notes
Enter any notes relating to this Customer 
Custom Fields
see What is a Custom Field?



Tap SAVE

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