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Members & Accounts
Adding members, merging duplicates, tags, custom fields, memberships, holds, family accounts.
23 articles
- How to Use Parent Payment Methods for Children Learn how to set up and use parent/guardian payment methods for children's purchases. This feature allows parents to pay for their children's class registrations, event registrations, appointments, and products using their own saved payment methods.
- What the Family Account Booking Experience Looks Like Learn how to select a family member for a booking, review eligible shared payment options, and recognize family relationships in the CRM.
- How to Import Customers from CSV Learn how to bulk import customers from a CSV file. This saves time when adding many customers at once and helps you migrate customer data from other systems.
- How Failed Payment and Expired Card Notifications Work When a member's payment fails, Zipper automatically notifies both the member and your staff. Here's what happens and where to see failed payments.
- How to Add Custom Fields (Including Belt Ranks) Zipper has two ways to track custom customer data: Custom Customer Fields (for any freeform data) and Rank Systems (a dedicated belt/rank tracking module). Here's when to use each.
- How to Add Customers Learn how to add customers to your customer list so you can track their information, manage their bookings, and send them package invitations. Adding customers to your customer list is the first step in managing your customer relationships.
- How to Add Notes to Customers Learn how to add notes to customer profiles to track important information, communication history, and team observations. Notes help you maintain context about customer interactions and preferences.
- How to Cancel a Subscription Review cancellation timing, final billing, future bookings and unused credits before ending a membership.
- How to Configure Custom Field Visibility Learn how to configure who can see and edit custom fields for customers. Visibility settings help you control access to sensitive information and customize field access for different users.
- How to Convert a Customer Profile to a Staff Profile There's no one-click "convert" button. The process is to add the customer's email as a staff member — Zipper links the existing account rather than creating a duplicate.
- How to Customize Client Profile Milestones and Metrics Learn how to add and customize milestones like class counts, membership anniversaries, and other metrics on customer profiles.
- How to Manage and Organize All Tags Rename, delete, or create customer tags globally from the Contacts page. Any change to a tag name automatically updates every customer who has it.
- How to Manage Customer Credit Balance Learn how to add, view, and use customer credit balance. Credit balance allows customers to have store credit on their account that can be used for purchases at Point-of-Sale and drop-in payments.
- How to Set Up Family Accounts Learn how to set up family accounts that allow parents or guardians to manage children's accounts, purchases, and subscriptions. Family accounts simplify account management for families with multiple members.
- How to Manage Customer Credit Cards Learn how to add a new card, remove a card and change the default card on file for a customer.
- How to Place a Hold on a Membership Pause an eligible membership, review billing and booking conflicts, and understand customer self-pause and resume controls.
- How to Add Guests to a Family Account Learn how to add a guest to a customer account and when to use a family member relationship for a child or guardian.
- How to Adjust and Reassign Member Credits Manually add, deduct, transfer, or correct a member's booking credits from their CRM profile.
- How to Assign Tags to Customers Learn how to assign tags to customers to organize and segment your customer list. Tags help you filter customers, create targeted campaigns, and manage customer groups efficiently.
- How to Find First-Time Customers The First Timers card on your dashboard shows customers who have their very first booking coming up soon. It's the fastest way to spot new faces before they walk in.
- How to Merge Duplicate Customer Accounts When a customer appears in your system twice, merge them into one record — combining all history, subscriptions, and credits onto a single profile.
- How to Update a Customer's Subscription Payment Method Choose the card for a subscription and its pending and future invoices without charging it immediately.
- Can You Start a Membership in the Past? Eligible staff checkout flows support a controlled past start date; review the first charge and access before payment.