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Notes and Reminders on Customer Profiles

The member notes function allows you to add notes or reminders to a member or public golfer profile. When the profile is selected the staff will receive a popup message. Messages can be set to Always ShowPro shopTable ServiceBooking or Administrative depending on the type of message.

  1. Click Admin
  2. Click Customers
  3. Search for and select the individual you want to add a note to.
  4. Click Next twice
  5. From the Notes tab, click Add Message
  6. Select the Type of message.
  7. Type in the message.
  8. Click Ok
  9. Click Save

 

This message will pop up for this customer until you clear the message from their profile.