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Person Overview is currently a beta feature
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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.
How do I report a bug or provide feedback?
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 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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