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Add, edit or delete a customer
Add, edit or delete a customer
Anthony avatar
Written by Anthony
Updated over a week ago

Your ERP is connected to AZEOO

All your customers defined on your ERP will therefore be automatically synchronized to your AZEOO account, which means you won't have to manage the manual addition of each customer.

Your customers will have to download the app, then follow the classic registration process.

Then, 2 cases can occur :

  • Your customer has access to your content: perfect! The link is operational.

  • Your customer doesn't have access to your content: simply because the email he used to register on AZEOO is different from the one mentioned in your ERP. It is therefore necessary to modify it on one side or the other, it is up to the club to see this directly with its client

The synchronization of your customer base on AZEOO is not immediate. It can take a few minutes before it is updated.

Delete a customer

You can only delete a customer from your ERP. If you delete a customer from your ERP, it will not be automatically deleted from your AZEOO customer database.

This practice allows you to potentially convert this customer at a later date.

Your ERP is not connected to AZEOO

First of all, you have to understand that to make the link between an AZEOO user and your account, your customer's email represents the unique key to validate this link.

Add a customer

In the "Clients" menu in your back office, click on "+ Add client".

Manually add your customers with the basic elements of surname, first name and email. This way, your customer who registers with the same email address on the AZEOO app will automatically be attached to your structure.

Import customers

You can import groups of customers into your back office in a single operation, so you don't have to enter them one by one by hand. To do this, in the "Clients" menu in your back office, click on "Import".

You will then be taken to the page where you can upload the table containing the list of your customers and add them directly to your back office. You can then download a sample template to help you.

Your table must be in .csv format.

Once your table has been filled in, upload it and the software will take care of the rest.

Edit a customer

In the "Clients" menu in your back office, click on "Actions" opposite the customer, then on "Edit".

The customer editor will appear, allowing you to modify all the customer's content.

Deleting a customer

In the "Clients" menu in your back office, click on "Actions" opposite the customer, then on "Delete".

A popup window will ask you to confirm your choice.

Your customer's registration status

Not registered on the App

If "Resend invitation" appears, the customer has not yet downloaded the app. Send them an invitation !

Registered on the App

If the customer has downloaded the application, the phone model will appear under their email address.

Pending validation and validated

In a special case, you can manage a customer's access by validating the customer's access to the App yourself, as described above.

Once validated, it appears in the same way as the previous point: "Registered on the App".

Any request that has not been validated by the structure does not under any circumstances allow this person to access your content.

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