How to add/edit/remove Customers

Playtomic Manager is designed to make running your sports club easier by helping you manage the Customers' section more efficiently.

What you can do in the Customers Section

In this section, your club can do several important tasks:

1. Adding New Customers
   Once registered, customers can be added to existing or new reservations.
2. Creating Recurring Reservations
   Quickly set up recurring bookings to simplify the reservation process.
3. Managing Club Wallets
   Enable users to make online payments by managing Club wallets.
4. Creating Categories & Memberships with Discounted Prices
   Improve customer experience by offering special pricing categories.
5. Importing Users
   Easily import users from your existing database using a CSV file.

How to add a customer

To add a customer in Playtomic Manager, follow these steps:

1. Click on Customers in the left-hand menu.
2. Click the "New Customer" button.
3. Fill in the required information, then click "Save."

Required fields include:

• Full Name
• Email
• Phone
• Gender
• Country

⚠️ Important: If the customer is already a verified Playtomic user, make sure the details match their profile.

How to edit a customer

To edit a customer’s information:

1. Click on Customers in the left-hand menu.
2. Click on their name in the list
3. A new window will open where you can update the details (except for verified users, in that case, they are the only ones who can edit their profile).

In the User Panel, you can also access:

• Reservation History
• Club Wallet balance and transactions
• Family members (You can add family members and establish a direct association with the primary customer profile. This empowers the main customer to manage all communications and payments on behalf of their linked family members.)

How to delete a customer

To delete a customer:

1. Click on Customers in the left-hand menu.
2. Click on their name in the list
3. Select the grey basket icon in the top-right corner of the screen.

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