Families and contacts
Your contact list, importing families, duplicates, family accounts and ledgers.
- How do I find a family or contact in my list?Open Customers > Contacts, type a name, email or phone in the search box, then narrow the list with the Tag and Show menus. Click a name to open that person.
- What is on a contact's page, and how do I change it?Click a name in Customers > Contacts to see details, waiver, membership, visits, emails and notes. Press Edit to change details; anyone can add a note.
- How do I import my customer list from another system?Owners open Customers > Import, export the list from Pike13, OC Advantage or a spreadsheet, upload it, check the preview and press Import. You can undo it.
- How do I merge duplicate contacts?Open Customers > Contacts and follow the possible duplicates link. Pick the record to keep and press Merge, or press Not the same person to stop the suggestion.
- How do I review the email addresses NinjaHQ fixed?Open Customers > Email fixes to see each corrected address before and after, and press Change back on a wrong one. Owners can also run Check email addresses.
- How do I make an email list, like team parents?In Customers > Contacts, tick the families, press + Add to a list and name it. Then open that tag and press Send a notice or Send news to email the list.
- How do I see what a family owes or has paid?Open a contact and press Open the ledger to see every charge and payment with a running balance. Owners can add a charge or record a cash or check payment.
- How do I see missed calls and texts, and call people back?Customers > Messages lists 30 days of calls, voicemails and texts by day. Press Call back on anyone marked Needs a call back, or open a thread to text a reply.
- How do email consent and unsubscribes work?Open a contact's Email card to see News emails, Unsubscribed and Blocked. News goes only to people who said yes; unsubscribed and bounced addresses are skipped.
- How do I delete a contact, or a family's data after a privacy request?To remove one contact, press Edit then Delete contact. To erase a family's data after a request, owners use Settings > Privacy and press Delete their data.
- Why can't a family sign in to My account, and how do I help?Families sign in at My account with the email on file, using an emailed or texted code or Google. An email not on file gets no code, so fix it in Contacts.