Adding and deleting customers
Adding a customer
On the customers page, click "+ New" at the top right of the screen. Here you can add a full detailed profile of the customer, including contact & payment details.
The only mandatory fields here are name & email, but you can choose to fill as much (or as little) info about the customer as you wish!
By manually adding a customer this way into your customer database, you would have created the customer's Swift profile for them. For them to access their Swift account, they simply need to go to your facility's booking page and click "Sign In" and use the same email address you've used to create their profile.
The customer will also be able to update their personal and contact information within their own Swift account.
Deleting a customer
To delete a customer, you can do so by navigating to the customer's profile and then selecting the Delete tab.
⚠️ Note: This action cannot be undone and you will be deleting all of the customer's data at your facility, including the family members listed under the account.
As long as the customer is not tied to any bookings, you can click the red "Delete Customer" button to permanently delete their account.
