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This page shows you some of the Customer's personal details and also their Sales History.
You will be able to see general information about your customer on the top half of the screen.
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This video will show how to add customer to the LilYPad system and how to add waiver to customer accounts in-house. Scroll down to to view a more detailed guide on the selected subject.
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This is page is used to add a child to a customer.
A) To add a new child, fill out the form.
B) Click the Add Child button once completed to add the child to the parents profile. |
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This is page for Customers to fill out the Waiver from inside LilYPad. |
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This video will show how to add customer to the LilYPad system and how to add waiver to customer accounts in-house. Scroll down for more information on the selected topic.
In order to edi... |
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This page confirms that you wish to Deactivate a Customer from the system.
A) Select Deactivate on the customer profile, beside the customer's name.
B) Click Yes and the ... |
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This page confirms that you wish to Deactivate a Child from the system.
A) Select Deactivate on the customer profile, beside the child's name.
B) Click Yes and the... |
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This article will help show how to view and download your customer data.
Go to Manage > Export Emails
Scroll to report #8 Export all Customers Contact Details
To download all custome... |
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Customer Search Options
The Customer Page has a number of ways to look up customer information. This article will demonstrate the various methods of looking up customer information:
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How to Access Historical Customer Waivers in LilYPad
Learn how to view current and past waivers signed by your customers and their children.
Overview
You can easily access all waivers associated wi... |
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