View Customers

You can view the list of all your customers, add registered customers or register customers who are not registered with the coaching institute.

You can view the following:

1.      Picture: Displays the photograph of the customer.

2.      Name: Displays the name of the customer.

3.      Status: Displays the status. When you add an unregistered customer, the status is set to Active, by default. The status is Pending for Approval, when you link an unregistered customer with an existing customer and waiting for the customer to approve the process.

4.      Email: Displays the email address of the customer.

5.      Number: Displays the phone number of the customer.

You can also do the following:

·      Click at the bottom of the screen to perform various operations.

·      Click to add a registered or an unregistered customer. To add a registered customer to the coaching institute, click Add a registered Customer. You can only add customers who have registered through the website. To register an unregistered customer, click Add an Unregistered Customer.

·      Click to search for a specific customer record. A search area appears at the top of the screen. Enter either the name of the customer, email address or the phone number and click to search for the respective record or click to clear the data.

·      To export the list of all customers to a spreadsheet, click . You can export the records in this table into an Excel, CSV, XML, or a Text file. Click one of these values from the list to save the records into your local system.

·      To filter customer records based on a specific criteria, click .

·      Hover your mouse over the customer record and click to delete. You can only delete a customer who is waiting for acceptance.

·      Hover your mouse over the customer record and click to modify the details, or click to terminate the subscription, or click to add subscription for an active customer. Note that you can perform these operations only when the customer status is Active. You can click to link an unregistered customer with an existing customer. Note that the Link User option is available only for unregistered customers.

·      Click to close the options.