For Business Owners
- The Dashboard
- The Calendar
- Forms & Documents
- Customer Management
- Customer Referrals
- Triggers and Notifications
- Managing Pricing, Memberships and Plans
- Managing Payments and Billing
- Managing your bookings and Registration Settings
- Discount Codes
- The Store/Shop
- Customer Experience
For Members, Athletes and Customers
Integrations with TeamUp
Switching to Teamup
On Demand Content
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 >> Customers and click 'Edit' beside Customer Status.
Now you can select when a customer is considered new:
You can choose one of three options:
1. You remove the new status from the customer
You'll remove the new status manually from each customer profile when you're ready, from Customers >> search desired customer >> click the 'New' tag and remove the new status.
2. Customers register for a class or course
A customer is considered new until they make a registration.
3. Customers purchase a membership
You can exclude plans and packs from this criteria.
In the below example a customer can purchase a 1 Month Trial, and still remain a new customer.