Customer
Strategy for Getting Cards on File for Membership or Subscription
Strategy for Getting Cards on File Below is the recommended strategy for getting customer cards on file: Send an email campaign to all customers. Use the Customer Page to send the email. This process is automated, and the email template content can ...
Memberships & Subscriptions Missing / Expiring Card on File – Mass Reminder
Mass Reminder: Missing or Expiring Card on File (Memberships & Subscriptions) Franpos lets you send a mass reminder to customers whose card on file is missing or expiring soon. This helps prevent failed renewals and interruptions for both memberships ...
Show/Revive deleted note
In this article, we are going to show you how to check deleted notes for your customer profiles: 1. Navigate to my.franpos.com -> Customer. 2. Search for the customer profile you are interested in. 3. Go to the Notes tab. 4. Enable the "Show deleted" ...
Waivers ( Send, View & Download )
Waivers- In this article you will learn how to send the waivers, view the status of it and also how to download them from customer profiles. Fran POS allows you to upload and send waivers for your customers to sign before their appointment. In this ...
Update eCommerce Customer Password
This guide will show you how to update the eCommerce password for a customer in the back office 1. Proceed to https://my.franpos.com 2. Select the Customers tab 3. Select the customer from the list that needs updated 4. Switch to the eCommerce users ...
Merge Customer
Merge cannot be undone This article will show you how to merge a customer using 3 different ways at the back office as an administrator. Customer Check Box two Duplicate Customers Select Batch Actions Merge Newest to oldest & Oldest to newest 4. ...
Mass merge duplicates customers
This operation cannot be undone This article will show you how to mass-merge customers using the back office as an administrator. Go to the Customer page Click on Merge duplicates Select which parameter will be used to merge customers 3. Click ...