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What is the Person Overview tab?
The Overview is a tab shown on the Person card. The tab aims to provide a quick overview of the person, who they are and their status regarding memberships, booked classes, invoices etc. The Person Overview is a beta feature, which means there might be bugs and it will be changed in the future.
How do I activate the Person overview?
Currently, you have to activate Person overview on a specific role in BRP Configuration module. For a given role, scroll all the way down below the rights and check the box “Simplified customer card”“Person overview tab”
Can I customize the Person overview?
At the moment, no. However, in future releases we aim to provide some level of customization.
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To submit a bug report, an idea that you think would improve this feature, or just general feedback please contact anton.tyrberg@brpsystems.se
Anatomy of the Overview tab
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the customer photo
number of messages (hidden if no messages)
Number of Noshows (hidden if no noshows)
Balance
the sum of outstanding debt of the customer.
Clicking the value brings up a window showing the underlying items that contribute to the value
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In the future, clicking the Balance value will bring up a popup showing the underlying items that contribute to the sum value.
Likewise, clicking Messages will navigate to the Messages tab.
2. Customer type
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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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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”
Future bookings are limited to 7 days.
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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