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Customer & Tenant Management
Tools and information for managing customer relations and engagement.
Auto fill in customer details based on vat numberZapfloor uses the VAT listing to add customer information so you can create customers quickly.
Store customer documents in FilesYou can add documents related to your customers in the Files tab.
How to export a list of all customersYou can download all customers in a CSV format that you can open in Excel
How to prepare import file, CSV with UTF-8 encodingHow to use the correct encoding when exporting CSV to import it into Zapfloor
Change customer type from Member to External and the other way aroundOne of your customer is changing from being an external customer to a member, or the other way around. You can change it in their settings.
How to add an existing customer to another location?Adding an existing customer to a second (or third, ...) location via Add Existing Customer function
How to assign and manage labels for customersFilter, edit and manage your contacts and customers using labels
How to edit settings for all customers at once!Here is how you can bulk edit settings for all your customers
Unarchive a customerHow to retrieve a customer that was previously archived, reactivate a customer in your zapfloor account.
How to create a new customerAdd a new customer, department or team to your zapfloor account.
How to archive a customerArchive (delete) a customer (company) if they're no longer active at your center. Invoices and other crucial data will not be deleted.
How to edit customer settingsEdit customer information, billing entity information or add comments to a customer.
How to edit billing settingsEdit the billing settings for a certain customer.
How to edit meeting room settings for your customersEdit meeting room settings, like payment type or a general discount for meeting room reservations.
How to charge customers for their meeting room bookingsCharge your customers for their meeting room bookings or give them a discounted price on their reservations.
How to edit multiple customersEdit the settings of multiple customers in a few clicks!
How to edit standard subscription documentsNeed a change in your subscription template? You can adjust the PDFs that are generated from subscriptions in Settings > Standard Contract
How to end a subscriptionWe'll explain how to end a subscription, set the end date and round off the invoicing.
Add existing subscriptions for your customersWhen you have customers who signed their contract before you started using ZapFloor, you can easily add their subscriptions in the platform.
How to create a new subscription / contractCreate a subscription for a new tenant.
How to download a signed PDF of a subscriptions contractDownload a signed contract in 3 steps.
Bulk edit contacts in zapfloorYou can edit users in segments using the filters with the Bulk Edit Users function
How to assign and manage labels for contactsAdd labels to your contacts, to manage them and edit them
How to edit standard contract documentsNeed a change in your contract documents? You can adjust the PDFs that are generated from contracts in Settings > Standard Contract
How to archive a userYou can delete a contact from the list. If the person returns, the system can reactivate them using their email address.
How to create a new userWe'll show you how to add a new contact for one of you customers.
How to edit a contact (user)Update email or other user details
How to reset your user's password?Reset your tenant's password and send log in credentials
How to create a Community Group?You can add sub-communities (groups) to collect members with similar interests and keep them updated.
How to invite contacts into a Community group?Invite your customers to join a Community group that is relevant and interesting to them.
Auto add user to a community
How to add a post in a community groupKeep group members up to date with a post in a community group
How to share a link to a community event with your membersYou can share a link to an event (eg. in a QR code). On mobile, the event will open in the app, on desktop it will open in the browser.
Featured post in the communityWhen can I use a Featured Post in Community?
How to delete a post from the community groups or the global wallYou can take a post offline using these steps.
Broadcasts: How to send push notifications to your customersUsing Broadcast you can send custom messages to one or multiple customers who're using the Zapfloor app or your own white label app.