Person Overview is currently a beta feature
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 “Show simplified customer card”
Can I customise 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
1. Photo
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.
Balance is the sum of outstanding debt of the customer. At the moment this sum calculation does not work entirely as intended.
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. Personal details
This card shows basic information about the person. At the moment it shows:
Age
Customer number
Card number
and Created date
In the future, what fields to show will be configurable.
GDPR
3. Subscriptions and value cards
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.
The list is sorted by:
Subscriptions where the customer is the payer and the user
Value cards
Subscriptions where the customer is the payer but not the user.
Known bug: Inactive subscriptions may show up as active.
In the near future, the subscriptions and value cards will be clickable, and by clicking you will be navigated to the particular subscription or value card.
4. Saved payment methods
This card shows any payment methods that are associated with this customer, for example EFT authorization or RCP.
In the future, the payment methods will be clickable, and by clicking you will be navigated to the particular saved method or authorization.
5. Internal message
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
If any mandatory information field is empty on this customer, this notice will be visible until that or those fields are filled.
In the future, it will be configurable to designate which fields will be mandatory/optional. Currently it is hard-coded.
7. Invoices
This card shows any invoices related to this customer that are not paid.
Each line item displays:
Invoice number
Invoice status
Amount left to pay
In the future, the invoices will be clickable to go to a detail view of the specific invoice.
8. Activity
The Activity card shows ongoing, future, and past activities related to the person.
An activity is:
a registered visit
a service
a class or,
an event
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”
In the future, the activities will be clickable to go to a detail view of the specific booking.
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”.
Example. Visits
A visit is created when the customer enters the facility at 12:43.
In Scenario 1, the user then passes through a gate to the gym at 12:58. The visit is then relabelled from “Visit” to “Gym”.
In Scenario 2, the user instead attends a class starting at 13:00, the visit is then converted to a class activity. Hovering the icon to the upper right will display the time the user entered the facility (12:43).
8.2 Undebited bookings
Where applicable, a badge will indicate if a booking is:
undebited
debited
or paid