Client Directory

Steps

1. Search and browse all customers with quick access to their details.
2. Maintain addresses, contacts, groups and tags.
3. Open a customer to reach their pools, visits, billing and history.
4. Use search and autocomplete to find anyone instantly.

Tips

• A well-organized directory with tags makes segmentation, routing and campaigns far easier.

Related guides

• Pool Profiles A complete technical profile for every body of water: access details, equipment, gate codes, pets, photos and water-chemistry history.
• Client Health A health score that combines payment behavior, issues, water quality and responsiveness to flag accounts at risk of churn.
• Message Center Send targeted email and text campaigns with templates, audience segmentation, scheduling, opt-out handling and delivery history.
• Portal user management Manage which customers can access the portal, send invitations and handle access securely.