Managing Customer Records
  1. Help Center
  2. Customers
  3. Managing Customer Records

Managing Addresses on a Customer Record

Customers have the option to store multiple addresses within their Customer Record. As an Admin, you can easily add, modify, or designate an address as the Default.

Adding an address in Admin

  1. Go to the applicable Customer record.
  2. Click the Profile tab > Addresses.
  3. From here, you can Add a new Address or Edit an existing address.

Screen Shot 2024-07-01 at 3.03.53 PM


Setting a Default Address

If an address is designated as the default, it will automatically be chosen for new orders or club signups.

During the order or membership creation process, you or the customer will always have the flexibility to modify the default address. You can choose a different address from those already saved or input a completely new address.

NOTE: Setting an address as default does not automatically mean that it will be used for Club Memberships. 

  1. Go to the applicable Customer record.
  2. Click the Profile tab > Addresses.
  3. If you'd like to make an existing address the default, click the More button and choose 'Make Default' in the dropdown.
    Screen Shot 2024-07-03 at 9.46.13 AM
  4. The other way to accomplish this is to click the Edit button on the address that should be the default. (Alternatively, you could also click the Add Address button for brand new addresses).

    Screen Shot 2024-07-01 at 3.19.57 PM
  5. In the popup modal, scroll down to the Default Address checkbox. Check the box and click Save Address. (There must always be one address set to default.)
    Screen Shot 2024-07-01 at 3.20.11 PM