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Anatomy of the Overview tab
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1. Photo card
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The top card in the left column shows:
the customer photo
number of messages (hidden if no messages)
Number of Noshows (hidden if no noshows)
Balance.
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the sum of outstanding debt of the customer.
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Clicking the value brings up a window showing the underlying items that contribute to the value
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| Panel | ||||||||
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In the future, clicking the Likewise, clicking Messages will navigate to the Messages tab. |
2. Customer type
If the customer has a customer type, the customer typ card will be shown. The card contains:
The customer type
The expiry date
# of days or months left until expiry date
If there is no expiry date, it will show ∞ (infinity)
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2. Personal details
This card shows basic information about the person. At the moment it shows:
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3. Subscriptions and value cards
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This card shows any active subscriptions and/or value cards that are associated with this customer. By default, the card will list 3 items. If there are more than 3 items, the rest will be visible when expanding the card.
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Subscriptions where the customer is the payer and the user
Value cards
Subscriptions where the customer is the payer but not the user.
| Note |
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Known bug: Inactive subscriptions may show up as active. |
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| panelIconId | 1f6e0 |
|---|---|
| panelIcon | :tools: |
| panelIconText | 🛠️ |
| bgColor | #F4F5F7 |
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The subscriptions also have different badges to indicate important statuses of that particular subscription.
Debited until DD/MM/YY → the subscription is debited for the current period
Late → the subscription is not debited
Renew → the subscription has “Automatic renewal”
4. Saved payment methods
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This card shows any payment methods that are associated with this customer, for example EFT authorization or RCP.
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| panelIconId | 1f6e0 |
|---|---|
| panelIcon | :tools: |
| panelIconText | 🛠️ |
| bgColor | #F4F5F7 |
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5. Internal message
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If there is an internal message on the customer it will be shown at the top of the right column in red. It will be visible as long as there is an internal message.
6. Missing information
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If any mandatory information field is empty on this customer, this notice will be visible until that or those fields are filled.
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In the future, it will be configurable to designate which fields will be mandatory/optional. Currently it is hard-coded. |
7. Invoices
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This card shows any invoices related to this customer that are not paid.
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Invoice number
Invoice status
Amount left to pay
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| panelIconId | 1f6e0 |
|---|---|
| panelIcon | :tools: |
| panelIconText | 🛠️ |
| bgColor | #F4F5F7 |
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8. Activity
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The Activity card shows ongoing, future, and past activities related to the person.
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The Activity list will only show activities from the past 12 months, and will by default show the three latest activities. To see the full list, you can expand the list with “Show more”
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| panelIconId | 1f6e0 |
|---|---|
| panelIcon | :tools: |
| panelIconText | 🛠️ |
| bgColor | #F4F5F7 |
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8.1 Visits
A visit is designated with the visit icon and a time-stamp of when the visit was registered. By default a visit is just denoted as “Visit”. If the a workout is created (e.g. customer walks through a gate to the Gym) then the activity will change label from “Visit” to whatever the workout is called, e.g. “Gym”.
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