Customer profile

The customer profile allows you to view and update all important customer information, as well as centralize several elements useful for managing your operations.

Edit customer information

To edit a customer’s information:

From the Search tab, open the customer’s profile by entering their information.

Click the pencil icon (Edit) located at the top right of the screen.

Make the desired changes, then save your changes.

Sections available in the customer profile

The customer profile includes several sections that allow you to manage different types of information:

Notes

You can add internal notes related to the customer. These notes are only visible to your team.

Season subscriptions

View the season subscriptions associated with the customer.

Documents

You can upload documents related to the customer. These documents are for internal use only and are not visible to the customer.

Family and companions

Add family members or companions associated with the customer.

This feature is specific to customers of the ZEC Network.

Vehicles

Add vehicles associated with the customer.

Permits

Add or manage the customer’s permits.

This feature is specific to customers of the ZEC Network.

Cards

Add different cards associated with the customer, such as:

• Quad card
• Membership card
• Other relevant cards

Account management

This section allows you to manage certain customer account settings, including:

• Preferred language
• Communication preferences

Access the customer’s orders

At the bottom of the customer profile, you can access all orders associated with the customer.

From this section, you can:

• View orders
• Make changes
• Process refunds
• Make adjustments as needed