How to add a new customer or member.
A customer record holds bookings, packages, payments and notes. The email or phone links the record to the member app when the person signs in.
- Who it is for
- Front desk staff, owners and managers
- Plan
- Every plan (Basic, Advance and Team)
Add a customer
- Open Customers in the sidebar. Gyms find it under Members > Customers, and the page is titled Members.
- Click New customer (New member for gyms).
- Type the Name.
- Fill Email, Phone or both. At least one is required.
- Click Create customer. The new profile opens.
Number new members automatically
- Open Settings > Members.
- Under Member numbering, type a Member number prefix, for example M.
- Click Save. New members get the prefix followed by a running number. Leave it blank to type numbers by hand in the Member ID field.
What your customers see
- Nothing is sent when you add someone. When they sign in to the member app with the same email, they see their packages and bookings.
Common problems
- The Create customer button stays grey.
- A name and at least an email or a phone number are required.
- I do not see New customer.
- Your role needs permission to create customers. Ask the owner to check Settings > Team & roles.
Related guides
- How to import customers and their memberships from a spreadsheet
- How to edit a customer profile and keep notes
- Help members sign in to the Timeo app
More in Customers and members, or start with the getting started guide. Still stuck? Contact us.