Explanation of symbols in the Sign-in

• You can assign a photo to a customer by clicking on the grey circle displaying their initials. You can either take a new picture using your device’s camera or upload an existing image.
• The green NEW sign indicates a new customer. It marks their first participation. Once you mark this participation as "present", the NEW sign will no longer appear for future bookings by this customer.

• The red or yellow **exclamation mark (!) ** indicates important customer information or a required action:

  • A yellow exclamation mark signifies a note added in the customer’s master data.

  • A red exclamation mark typically warns of issues such as outstanding or unpaid invoices.

  Clicking the exclamation mark allows you to:

  • Pay any open invoices

  • Send the customer a payment reminder

  • Add a new note or remove an existing one

• The blue paragraph symbol (§) shows that the customer has not yet accepted either the current general terms or the privacy policy.

• By clicking on the customer’s name, you will see an overview containing various details about the customer, including their contact information and current products.
  To view the customer’s full master data, click the View Customer button.

Here you can select from the drop-down menu the product which should be user for this participation. There are either several valid products here you can choose from, one valid product or none. For the first two options you will see a green or red bar underneath the text field. It indicates the rest validity of the chosen product. In case there is no valid product available the bar is colored red. It means that the customer doesn't have a valid active product for this participation.

This section shows how many visits have been booked using the selected product and the remaining units. If the product is valid for a specific time period, the expiry date will be displayed below the visit count.

Before the class starts, confirm participant attendance by ticking the checkbox next to each attendee’s name. This helps you track attendance and possible no-shows in both the activity reports and the customer profiles.
You can sort the participant list by clicking on the grey arrow icon.