Overview of Person Card

Customer number:

A unique number used as the customer ID. It is automatically assigned by the system when the person is saved for the first time. The value can also be set manually, which is typically useful when pre-printed loyalty cards or similar are used.

Card number:

Number of the code carrier (plastic card or wristband). If the person has a card or similar that will be used for access, enter the card number here.

Personal number:

Enter the person's personal identification number if it is relevant to know. It is not possible to add a person with a personal identification number that already exists in the contact register.

First name:

The person’s first name.

Last name:

The person’s last name.

Profile image:

If there is a photo of the person, it is displayed here on the right. If you have a camera connected to the computer, you can take a photo by clicking "Camera." By clicking "Import," it is possible to upload an image file.

Birth date:

The person's date of birth. It is set automatically if the personal identification number is provided.

Gender:

Specify the person's gender: Woman, Man, or Other. This is for example used in selection, statistics, and gender verification at entry points.

Mobile:

The person's mobile phone number. The number is also used if you send SMS messages to the person.

Work phone:

The person's work phone number.

Home phone:

The person's home phone number.

E-mail:

The email address used to send emails to the person. There is a setting that determines whether a person with an email already existing in the contact registry can be added.

Address:

The address used to send mail to the person.

Invoice address:

If the billing address differs from the regular address, the billing address should be entered here.

Organisation:

If the person belongs to an organization, it is set here. You can search for and select an organization. If the organization does not exist, you can choose to create a new one after performing a search. You can also view the selected organization or deselect it so that the person no longer belongs to any organization.

Job title:

If the person belongs to an organization, you can enter their job title within the organization here.

Terms of agreement for registration:

The date when the customer approved the registration of their personal data.

Consents:

Click on the “pen icon” to select the consents given by the customer. The default value for the standard consents is determined by the settings "Default value for allowing mass mailing of letters, emails, and SMS." The customer's wishes cannot be denied in accordance with GDPR.

Booking reminders:

Check this box if the person should be able to receive booking reminders for service bookings.