How it Works
When a customer completes a contract (Program, Membership, Pass, Agreement) via your website or in person on one of your kiosks, they will be first prompted to log into (or create) their account using a phone number or email address.
The prompt to log in comes up after the customer selects enrollments and clicks continue. A verification code is sent to their phone or email to complete login - no password to remember!
- New Customers without a customer record in your system will create their customer record with Name and Date of Birth when logging in, even if they don’t continue/complete any program, membership, pass, or agreement contracts.
- Existing Customers WITHOUT an online profile will follow a series of prompts if the system detects that the phone or email they entered already exists in the system. If confirmed, the system will attach this online profile to the existing customer. Otherwise, it will create a new customer record, and the duplicate will need to be resolved.
- Existing Customers WITH an online profile get logged in with their phone or email (whichever they have set up), and they are set to go! Their bookings and status changes will all be automatically updated as soon as they take action in the system.
Once logged in, your customer can see their memberships, purchases, invoice and payment history, and they can may payments towards balances, purchase membership, make bookings and more.
Sending an Online Profile Invitation
You can invite an existing customer to create their online profile by clicking the 'Send Profile Invitation Link' button from their Customer Record. The button can be found in the Summary Page or Online Profile links in the sidebar menu. If the button is not shown, they already have a profile. Invitation is sent to the Email on the customer record.
Configure the message displayed when the customer opens the portal from the link in the invite: Build > Storefronts > Global Settings > Invite Link Welcome Settings
Customer’s Log-in Phone or Email
The Login Phone or Email for an online profile can differ from those under the customer records edit or account view, or they can match.
Viewing the Customer’s Online Profile Info
Go to the Customers Module > Customer Record > Online Profile spoke. Here you can Transfer the Profile or Delete it.
To view the phone/email associated with the customer record itself (which may be different than the one tied to the online profile), look at the Summary Tab.
Editing the Customer’s Log in Phone/Email
Customers can edit within the Portal
In the customer portal, Click the Gear icon/ Settings at the top right of the logged-in portal page.
Here, the customer can self-edit their login email or phone
If a customer adds an email address here, it will be added on their customer record as well.
Customers CANNOT self-change their online profile from Phone verification to Email verification. So, if they use a phone number to log in, they can change the phone number, but they cannot edit it to stop using the phone and start using email.
TO RESOLVE: Staff can Delete the online profile and send a new link to change their login to Email or delete the online profile and edit the phone number on the customer record, which will prompt asking if they want to update the online profile.
Staff can edit in Redpoint
Staff can update the customer’s Online Profile (if they have the permission) by editing the Phone or Email in the customer record Edit window (click Edit at the top of the customer record window to access).
For example, if a phone number is used for the online profile, then editing the phone number in the customer’s record will prompt with this option.