Customers and Subscriptions

Manage customer details, tasks, subscriptions, plans, and memberships.

• Track an extra service with its own subscription end date in Rekaz Record an additional service for an existing subscription customer as a separate subscription with its own start and end dates.
• Can you merge two existing subscriptions in Rekaz? Understand existing-subscription limits, inspect the records without changing them, and distinguish them from creating a new subscription.
• Prepare a custom subscription payment reminder in Rekaz Check one customer’s subscription balance and copy the appropriate payment link for a personal reminder.
• Reorder customer custom fields in Rekaz Change the order of customer custom fields and verify it in the customer edit form.
• Identify new and renewing subscribers in Rekaz Export subscriptions for a period, check each customer’s earlier subscriptions and record payment status.
• Can you turn a purchased subscription into a gift card in Rekaz? Distinguish a purchased subscription, a subscription transfer and new gift issuance without changing the customer’s record or duplicating a purchase.
• Give a package customer an extra free session in Rekaz Create a separate complimentary appointment with a full discount, without using a package visit.
• Record staff booking notes in the customer record in Rekaz Record staff instructions about a particular booking in the customer’s Notes section, with a clear booking reference.
• Stop renewal links in subscription expiry notifications in Rekaz Stop the expiry notification from creating a renewal link while keeping the expiry notification enabled.

Subscriptions, Plans, and Memberships

• How do I create a new customer subscription in Rekaz? Register a new customer subscription in Rekaz by selecting the customer and subscription service, setting the dates and branch, choosing the payment treatment,
• How do I add a package to a customer in Rekaz? Add a package to a customer, record payment when it is received, and book one of the package’s usages.
• How do I create a subscription service in Rekaz? Create a subscription service in Rekaz for customers who receive a service for a set period, such as a club or academy membership.
• How do I create a package in Rekaz? Create a package from Services to offer a set number of Reservation service uses within a defined period.
• How do I split a subscription payment into multiple instalments in Rekaz? Split a customer subscription order into multiple payments in Rekaz by recording each received amount through Pay Order or by generating an amount-specific Part
• How do I reactivate a paused subscription in Rekaz? Resume paused customer subscriptions in Rekaz by selecting their rows, opening Quick Action, choosing Resume Subscription, and confirming the action.
• How do I renew a customer subscription in Rekaz? Renew a customer subscription in Rekaz from its Actions menu, confirm the new start and end dates, review the order total and optional discount, choose Payment
• How do I deduct a session from a customer's package in Rekaz? In Rekaz, a package session is deducted through a zero-total reservation. The supplied current UI evidence shows the package area and the final reservation conf
• How do I temporarily pause a subscription or package in Rekaz? To temporarily pause a subscription or package in the current Rekaz interface, use the pause dialog to decide whether the pause counts toward the customer’s rem
• How do I record a customer subscription payment in Rekaz? The current Rekaz subscription interface does not show a control for recording payment on an existing subscription. When a subscription is created without payme
• How do I extend a subscription end date in Rekaz? Extend a subscription end date for free in Rekaz by opening Free extension, choosing Day, Month, or Year, setting the duration, reviewing the new end date, and
• How do I cancel a customer subscription in Rekaz? Cancel a customer subscription in Rekaz from its Actions menu, verify the subscription and customer in the confirmation dialog, then select Cancel subscription
• How do I transfer a subscription to another customer in Rekaz? Transfer a subscription to another customer in Rekaz from the subscription Actions menu, select the new customer, verify the service and dates, and choose Confi
• How do I temporarily pause subscriptions or packages for multiple customers in Rekaz? Temporarily pause multiple subscriptions or packages in Rekaz by selecting active records, using Quick Action > Pause Subscription, completing the pause dates,
• How do I change a subscription start date in Rekaz? Change a customer subscription start date in Rekaz by opening Edit Subscription, selecting the new Start Date, reviewing the branch and calculated end date, and
• How do I change a subscription end date in Rekaz? Change a customer subscription end date in Rekaz from Edit Subscription by enabling Customize, selecting the new End Date, and choosing Submit.
• How do I publish or hide a package on my website in Rekaz? Hide a Rekaz package from the booking website with Set as Internal, or publish it again with Set as Published, confirming each status change for the correct pac
• How do I view a customer's subscription details and status in Rekaz? View a customer subscription in Rekaz from the Subscriptions list, where the row shows its status, dates, price, source, service, and branch, and View opens Cus
• How do I check a customer's remaining package sessions or uses in Rekaz? Find a package or customer on the Packages page to see the remaining uses. Open View for a per-service breakdown when the package includes more than one service
• How do I find subscriptions that are ending soon in Rekaz? Find customer subscriptions ending soon in Rekaz by opening Subscriptions, selecting Ending Soon, then narrowing the results with search or Filter and reviewing
• What is the difference between a Subscription and a Package in Rekaz? In Rekaz, a Package is configured by selecting services and setting how their free usages are allocated. A Subscription has subscription-specific capacity contr
• How do I delete a package in Rekaz? The current Rekaz interface evidence does not show a control for deleting a package, so a verified package-deletion procedure is not available.
• How do I set a package validity period in Rekaz? The current Rekaz interface evidence does not show a Period field or another validity-period control for packages. You can open the package creation flow and re
• How do I set package services and session usage limits in Rekaz? In a Rekaz package, choose Per Product to set different usage limits for each included service, or choose Shared Pool to let all included services share one poo
• How do I temporarily pause subscriptions or packages for multiple customers in Rekaz? Pause multiple customer subscriptions or packages in Rekaz by selecting their rows, opening Quick Action, choosing Pause Subscription, setting the paused and op

Customers, Tasks, and Fields

• How do I use Customers Template in Rekaz? Customers Template in Rekaz is used to create structured records, such as cars, cases, or children, and link multiple records to each customer.
• How do I create a customer task in Rekaz? Create a customer task in Rekaz by selecting Tasks, choosing the customer, entering the task and deadline, assigning a user, and submitting the form.
• How do I change a customer's mobile number in Rekaz? Change a Rekaz customer's mobile number by opening Edit Customer, checking the country code, entering the corrected number, and submitting the update.
• How do I merge duplicate customer accounts in Rekaz? The current Rekaz Customers interface does not show a Merge action, so duplicate customer accounts cannot be merged through the documented UI.
• How do I create a customer data template in Rekaz? To create a customer data template in Rekaz, open Settings and select Customers Template. The current interface evidence confirms this access path and describes
• How do I import a customer list into Rekaz? Open Customers in Rekaz, then use the upload area in the Import Customers dialog to browse for a customer list in .xlsx, .xlsm, .xls, or .csv format.
• How do I search for a customer in Rekaz? Open Customers and use the search box to find a customer by name, Customer Number, or mobile number.
• How do I view a customer's orders and invoices in Rekaz? Open the customer profile and select Orders to review the orders and invoices linked to that customer.
• How do I view a customer’s previous reservations in Rekaz? Open the customer record from Customers, then review the Reservations section to see reservations linked to that customer.
• How do I add a new customer in Rekaz? Add a new customer in Rekaz with the verified Create Customer form and submit the record after checking the required name, country code, and mobile number.
• How do I delete a customer in Rekaz? Delete a Rekaz customer from the customer row Actions menu after checking the selected customer and the final confirmation warning.
• How do I view a customer’s subscriptions and packages in Rekaz? Open the customer record and review the separate Subscriptions and Packages sections.
• How do I add an internal note to a customer in Rekaz? Add an internal note to a Rekaz customer from the customer's Notes area, while keeping unnecessary sensitive information out of the note.
• How do I add a custom field for customer data in Rekaz? Create a customer-data custom field in Rekaz by configuring the current label, type, model, required, and checkout-visibility controls, then submitting it.
• How do I separate a customer's first and last name in Rekaz? Enable Separate First and Last Name under Website Options, then save your changes.
• How do I make a mobile number required when booking in Rekaz? Require customers to enter a mobile number in the related booking interface by enabling the mobile-number requirement in Website Options.
• How do I assign a task to a staff member in Rekaz? Assign a task to a staff member in Rekaz by creating the task, choosing its customer and deadline, selecting the responsible user, and submitting it.
• How do I add a custom customer field in Rekaz? Add a custom customer field in Rekaz Settings by defining its label, type, model, required status, and checkout visibility before submitting it.
• How do I block a customer in Rekaz? Block a Rekaz customer from the customer row Actions menu after verifying that the correct customer was selected.
• How do I merge customers in Rekaz? Check whether customer merging is available in the current Rekaz customer profile. The verified interface does not currently expose Merge customers, so do not d
• How do I export customers in Rekaz? Export the Rekaz customer list from the Customers page as an Excel or PDF file using the page-level Actions menu.