Managing Walk-Ins

If a new customer arrives at your facility and wants to make a booking, staff and admins can follow these steps!

Step 1: Add the Customer to Your Database

1. In Admin, navigate to the Customers tab

2. Click + Add Customer and enter their details.

3. Save the profile to ensure they are in your system.

Step 2: Add their Payment Details

1. In their profile, select the Payments tab

2. Click the Add button next to Cards, and enter their payment information

3. Click Save

Step 2: Create a Booking on the Calendar

1. Go to the Calendar tab.

2. Click the +New Booking button

3. Select the desired service, date, time, and room.

4. Click Save.

Step 3: Add the Customer to the Booking and Process Payment

1. In the booking window, type the customer's name in the Customer field.

2. Select their profile when it appears.

3. Select the Add All button which populate a price for the session(s), adjust the price as needed.

4. Choose the payment method (Credit Card, Cash, etc.).

5. Confirm the payment to finalize the booking.

That’s it! The session is now booked, and the customer is in your system for future visits!

You can let the customer know they can make future bookings on your facility booking page, and that they can log into their Swift profile with the same email address you used to create their profile.