How are customer profiles created
Customer profiles are automatically created anytime a new customer is added to your system. There are two main ways this can happen:
Facility adds customer in Admin
If you manually add a customer from the Admin side (whether added or imported), a profile is created right away with the details you enter — such as their name, email, and phone number.
You can view and manage these details under the Profile tabs within their account.
If you add or import a customer in Admin, the customer will not need to create an account on their end. They can simply go to the facility's booking page, click on the Sign In option and log in by entering their email address and inputting the verification code that is sent to their inbox.
Customer creates their own account through facility's booking page
If a customer goes to your public booking page and selects the Create Account button, this process also automatically creates their Swift accounts for them.
Once a customer has completed the registration process on your facility's booking page, their account will be listed under the Customers tab in your Admin account.
Profile
The Profile tab contains all the basic information about the Account Holder and their family members. This is where you can view or update their details,
First Name / Last Name
Date of Birth
Gender
Contact Information
Additional Details
Family Members
Waiver Agreed
Shows whether the customer has agreed to your waiver, along with the date and time they accepted it
Notes
A space to record any special instructions, preferences, or additional details about the customer. These notes are internal facing only, and cannot be seen by the customer.
You can upload documents and files as needed. The size of the file must not exceed 2MB.