Assigning an interest list to a customer, activity, membership, facility, daycare program, or equipment record

Interest lists are used to group customers together by area of interest for email or letter notifications. Interest lists are often used for marketing new offerings to your customer base.

Choose one of the following:

Assign an interest list to a customer.
1. Go to Administration > Population Settings > Customers or Front Desk > Population > Customers.
2. Search for and select the customer that you want to assign.
3. Click Change Interest List.

Assign an interest list to an activity.
1. Go to Administration > Registration Settings > Activities.
2. Search for and select the activity that you want to assign.
3. Click Change Interest List.

Assign an interest list to a membership package.
1. Go to Administration > Membership Settings > Packages.
2. Search for and select the membership package that you want to assign.
3. Click Change Interest List.

Assign an interest list to a facility.
1. Go to Administration > Facility Settings > Facilities.
2. Search for and select the facility that you want to assign.
3. Click Change Facility Interest List.

Assign an interest list to a daycare program.
1. Go to Administration > Daycare Settings > Programs.
2. Search for and select the daycare program that you want to assign.
3. Click Change Interest List.

Assign an interest list to equipment.
1. Go to Administration > Equipment Settings > Equipment.
2. Search for and select the equipment that you want to assign.
3. Click Change Equipment Interest List.

Select the interest list that you want to assign from the Available list.
Click the >> (right-arrow) button.

Note: The interest list will move from the Available list to the Selected list.

Click Save.

Note: For complete descriptions of the options on this page, click here.

Assigning an interest list to a customer, activity, membership, facility, daycare program, or equipment record

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