Customers
Create customer records and find people in your CRM.
Can I export everything for a single customer?
The Tiquo team can produce a full export of an individual customer's data on request.
Read article →How do I create a customer?
Add a customer record and choose its identifying information.
Read article →Do notes and updates made at one venue show up at another?
Yes.
Read article →How do I find a customer?
Use customer filters to narrow down the records you need.
Read article →How do I filter and view specific groups of customers?
On the Customers tab, filter by status, membership, or customer parameters to narrow the list to the member type you want to view.
Read article →How do I get a customer to sign a contract or fill out a form?
Documents and forms can be scoped two ways: on a specific customer (from the customer profile's Documents tab → Create Document or Create Form) or organisation-wide (under…
Read article →How do I handle a right-to-be-forgotten request?
Delete the customer from their profile or from the customer list.
Read article →How do I look up a customer quickly when they arrive?
Click into the Customers tab and search for them by name, email, phone number, or customer number.
Read article →How do I suspend or ban a member?
Open the customer's profile, click the three-dot menu, and choose Ban customer.
Read article →How do I track a prospect before they become a member?
Create an enquiry for them and move it through your membership pipeline as they progress from prospect to member.
Read article →How do members get a digital card in Apple Wallet or Google Wallet?
Tiquo can generate a Wallet Card linked to a customer's UUID.
Read article →Is a member's record the same across venues and devices?
Yes.
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