That wraps up the Customer Module!
In this part of the course, you learned how to manage clients efficiently within Matchpoint.
We started with how to register a new client — using different methods depending on what works best for you.
Then, we explored how to search and filter your client list.
This helps you access the right information fast and keep everything organised.
You also saw how to open a client’s profile and update their personal, financial, and service details.
This is where you’ll manage most of your day-to-day interactions.
And finally, you learned how to organise your clients using Groups and Types,
so you can personalise pricing and rules based on their category.
With all this, you’re now ready to handle client management with confidence.
Let’s keep going — the next module will show you even more ways to get the most out of Matchpoint!
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