PassTally Help Center

Customers

Find anyone fast, see who is running low, and keep every customer’s packages and history in one place.

Step by step

  1. 1

    Customers lists everyone, with how many sessions each person has left.

    Customers lists everyone, with how many sessions each person has left.
  2. 2

    Filter by low balance or expiring to see who needs a nudge.

    Filter by low balance or expiring to see who needs a nudge.
  3. 3

    Add a customer with the plus button. A name is enough; add a phone number for WhatsApp, and notes such as the pet’s name.

    Add a customer with the plus button. A name is enough; add a phone number for WhatsApp, and notes such as the pet’s name.
  4. 4

    Open a customer to see their active packages and full history. You can check in right from their card.

    Open a customer to see their active packages and full history. You can check in right from their card.

Good to know

  • Tap the pencil on a customer’s page to edit their details.
  • The Free plan includes up to 20 customers. Pro has no limit.