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CRM Profiles

Updated yesterday

This guide is available in video format for people who have difficulty reading

In this article, you'll learn how to navigate and use the CRM profile feature in the control panel.

Step 1: Open your CRM profile in the control panel.

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Step 2: Filter the profiles. In this example, we're filtering by VIPs.

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Step 3: Switch to the table view for a more condensed view of the profiles.

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Step 4: Add a guess from the screen.

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Step 5: Navigate to a specific member's CRM profile.

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Step 6: View basic details about the member, such as their email and phone number. You'll also see their membership details and status.

Step 7: Check out tags like profile attributes and any notes on their profile.

Step 8: View bookings, tags, or notes on the individual tabs for those specific details.

Step 9: Edit some basic details about the member.

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