Overview
The Users tab in your Podyx Admin Panel allows you to efficiently manage and view essential details for all registered clients. By accessing this section, you can search for clients by email, view their spending history, and track individual and bundle purchases. This functionality helps streamline user management, allowing you to monitor client activity and purchase details. This guide walks you through the key features of the Users tab to enhance customer insights and relationship management.
Why Managing Users is Important
Managing users effectively is vital for maintaining organized records of client activity and providing a seamless booking experience. The Users tab on Podyx centralizes all client information, allowing you to track spending, review purchase histories, and understand client preferences.
Benefits for Your Studio:
- Enhanced Client Insights: By reviewing client spending and purchase history, you gain a better understanding of client preferences and booking behaviors.
- Streamlined Management: With quick access to each client’s information, you can efficiently track purchase records and respond to client inquiries.
- Improved Customer Relationships: Tracking user details and spending patterns allows you to personalize service offerings, leading to higher client satisfaction and loyalty.
Step-by-Step Guide to Managing Users
- Log In to Your Account
- Begin by logging into your Podyx account at https://onboarding.podyx.com/login using either your email and password or your Google Account credentials.
- Navigate to the Users Tab
- Once logged in, go to the Users section in your admin panel. Here, you’ll be able to view and manage all registered clients in your studio.
- Search for Specific Clients
- Use the “Search by email” Field: To find a particular client, enter their email in the search field. This feature enables you to locate specific clients quickly without having to scroll through all user records.
- Access Client Details
- View Client Information: Once you locate the client, click on the three dots to the right of their entry. This opens a detailed view where you can see their total spending in your studio and the number of purchases made.
- Review Client Purchases
- Tabbed View for Purchases: Navigate between tabs to see individual purchases versus bundle purchases. This breakdown allows you to monitor how clients utilize bundled sessions versus one-time bookings.
- Filter Purchases: Apply filters to switch between user purchases and admin-managed purchases for a clearer view of the booking history.
- View Purchase Details
- Access Specific Purchase Information: For each purchase, click the three dots next to the entry to open its details. Here, you can view all relevant information regarding the transaction and the session specifics, helping you address client inquiries with accurate, detailed records.
Tips for Optimizing User Management
- Leverage the Search Function: Use the email search function frequently to access client profiles quickly, especially if you have a high volume of users.
- Monitor Purchase Patterns: Regularly check purchase histories to identify popular services or bundles, which can inform your studio’s service offerings and marketing strategies.
- Use Filters for Clearer Insights: Switching between user and admin purchases with filters allows for a more organized view, helping you track studio-managed bookings separately from client bookings.
Importance of Efficient User Management
Organized user management supports a seamless client experience by ensuring quick access to client information and complete purchase histories. This not only helps you respond to client needs but also enables data-driven decision-making for optimizing service offerings.
- Enhanced Client Relationships: Understanding client spending habits and preferences helps you tailor your offerings to their needs, which can increase satisfaction and encourage repeat bookings.
- Reduced Administrative Overhead: Efficient access to user details and purchase histories streamlines client management, saving time for studio staff.
- Clear Financial Tracking: Detailed records of purchases help your studio track revenue from individual and bundled bookings, improving financial reporting accuracy.
The Users tab on Podyx is an essential tool for managing client information and tracking booking histories.
Utilize the Users tab to organize client information effectively, enhancing customer relationships, improving data accessibility, and supporting better decision-making within your studio.
