Setting your New customer criteria

This setting gives you the option to define when a customer is "New".

For example, a customer is "new" until they purchase a membership.

Maybe you want to give some extra attention to your new customers, manage new customer sales opportunities more closely, or even create discount codes that apply to new customers only. 

 

First you'll need to set the criteria for when a customer is considered new. 

To do this head to Settings>>Customer and click edit besides new customer criteria.

 

 

Select when a customer is considered new. 

For 'A customer is considered new until they make a registration' you can exclude classes from this criteria. 

In the below example, any customer registering onto Taster Class will still be considered New. 

If a customer registered onto Bootcamp or CrossFit, their 'New' status would be automatically removed. 

 

 

You can exclude plans and packs in the same way. 

In the below example a customer can purchase Free class pack, and still remain a new customer. 

 

Check out some more helpful articles below relating to New customer criteria.

Searching for new customers 

Discount codes for new customers only 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.