Customer Profiles
Basic information
Customer Liability Waiver
This article details: How the Customer can accept the waiver How an Admin can accept the Customer’s waiver How an Admin can download the Customer’s ac...
Creating a Customer Profile
When a Customer wants to create a Profile, they will: Navigate to your Web App or App Type in their email and hit enter Notice the system is sending t...
Circular Sign-up/Sign in Error
PLEASE NOTE : This issue is resolved by changing the Sign-up/Sign-in email from Magic Link to a One-Time Password (OTP). If you would like to update y...
Add and Use Different Credit Card(s)
For a Customer to add a credit card to their Profile, they will: Navigate to the Account tab of the app (most frequently 1bottom right) Click on the A...
How to add a Phone Number
There are two ways to add a phone number to a Customer’s Account: From the front-end App From the Dashboard From the front-end App , the Customer woul...
Set a Password with Passwordless access enabled
The PodPlay App is a Passwordless software To learn more, read about Passwordless Access . If a Customer or Admin wants to create a Password for thei...
Can Admins create an Account for a Customer?
Yes, Admins can create Accounts on behalf of Customers. The information you will need is: First Name Last Name Email address To do so inside the Admin...
Account quick-start guide
What is a Customer Account in the PodPlay system? A Customer Account is the unique profile each Customer has within your Club’s App. When a Customer s...
Customer information
Where to view a Customer’s Birthday or Gender
If the Customer has entered in their Birthday and Gender, this information is available for an Admin to review inside of the Customer’s Account For an...
Can Customers input their Birthday and Gender?
Yes, a Customer can enter this personal information into their account in one of two ways: When the Customer first creates an account After the Custom...
Can I provide a Refund from the Purchases tab in the Customer’s Account?
Yes, when clicking into a Customer’s Account, and then navigating to the Purchases tab, an Admin can click on any of the previous purchases and see al...
Where do I go to see a Customer’s past and future Reservations?
Navigate to a customer’s profile and click on the Activity tab at the top. Then scroll down to Events & Reservations. You will see a calendar view o...
What Customer information can I see in the Dashboard?
The basic customer information inside of the Dashboard is their name, email, phone number, and the last four of their credit card information. All o...
Other Account features
How does a Customer let themselves into the Club?
The Access Door button is only visible for Clubs on the Autonomous PodPlay plan/tier. The Customer will be able to let themselves into the Club before...
How to deactivate a Customer Account
A few reasons why an Admin might want to deactivate a Customer Account are: Customer is seen as a bad actor Customer behaves in problematic ways Custo...
Security Notes
What are the Security Notes on a Customer’s Account? Security Notes are messages and reminders that Admins can attach to an Account for future referen...
Kids sub-Profiles
Add a Kid sub-Profile
If your Club has a lot of kids coming in to the Club, you can ask your CSM to turn on the Kids Feature. This feature allows a Customer to create a sub...
Creating a Kids-Only Event
When you are Creating an Event , an Admin will check off the “Kids Only Event” box: In doing this, the Admin is saying that ONLY Kid sub-Profiles can...