The Customer Grid in Hosted Solutions

There are 2 types of customer lists in Hosted Solutions: App Users and ExpressPass users. Here's how to view and manage your customers. Document # 101-0346 Updated 04/22/2025

HS Support
66 steps
3 minutes

Hostedsolutions-Demo

Log in to Hosted Solutions [https://hosted.hamiltonservices.com](https://hosted.hamiltonservices.com/customers) Navigate to 'Customers' <https://hosted.hamiltonservices.com/customers>

In Hosted Solutions, you'll see 2 types of customers: 'App Users' and 'ExpressPass Users' 'App Users' are customers who: - Have downloaded your mobile app and created their own account - Joined your app or LPR-based wash club at the kiosk (they'll be listed as 'Valued Customer' until they complete their sign up) - Been manually added to Hosted Solutions as a new customer.

'ExpressPass Users' are customers who: - Have been manually added to an ExpressPass RFID customer grid.

For ExpressPass users: skip ahead to step #[45!](https://scribehow.com/viewer/How_To_Add_A_New_Customer_In_The_System__JES-e6XlTnKQSeWr2Rs_xg?scrollToActionId=6e4f96e5)

Back to the 'App User' grid. By default, the App User customer grid will sort by 'Last Login'. This helps you see your most active users quickly.

'Active Users' have validated their emails or have signed up for a club at the kiosk (kiosk sign up). If a customer has not validated their email, they will be counted as 'Invalid'

'Wash Clubs' will count how many customers you have in Wash Clubs. They will all be 'Active Users'. 'Wash Clubs' counts everyone in a wash club. This includes individual wash club members, parents, and children (if you're doing family plans).

'Invalid Users' are those who have downloaded the app, started the signup process, but never verified their email.

'Inactive Users' are those that have been switched to 'Inactive' manually in Hosted Solutions. This is done by tapping on the customer's name, editing under 'Profile', and the account status can be changed to 'Inactive'.

To change a customer's account status between active and inactive, tap on the person's name.

Click 'Edit' in the User Profile

Tap 'Account Status'

Click 'Update'

Back to the App User Grid:

'Credit Hold' shows customers whose wash club billing has gone into 'Credit Hold' this means they have not been successfully billed for a wash club.

'Parent Account' refers to the main account in a Family Plan (if you're doing Family Plans with wash clubs).

'Child Account' refers to the children's accounts in a Family Plan (if you're doing Family Plans with wash clubs).

'Expiring Card' will show how many customers have a card about to expire.

'Expired Card' will show how many customers have an expired card on file on their app.

You can quickly search for a customer name here.

You can quickly search for an email here.

You can quickly search for a phone number here. This is a great filter when you have a customer who created duplicate accounts by downloading your Mobile App and also signed up for a wash club at the kiosk. Typically, both accounts will have the same number associated with them.

Status refers to the account status (not wash club status). Status is either: - Active (they're able to log into their App, use their account, etc. - Inactive (accounts that have been manually set to inactive in Hosted Solutions) - Not Validated (they have downloaded your App but have not validated their email address) - Deleted (the customer has deleted their own account on your Mobile App. You cannot delete a customer from Hosted Solutions, only set them to 'Inactive').

'Date Created' is when the account was first created (by downloading the app, being manually created in Hosted Solutions, or joining a LPR or App Wash Club at the kiosk).

Filter by customers in a specific wash club or in no wash club ('None')

Active club customers will be listed as Club Status 'Active'.

It is possible to be 'Inactive' but still be listed as in a club if they had previously been an active member.

If a customer has input their birthday in the mobile app, or it's been manually added, it will be listed here.

Tip! Sort the birthday column by the current month and send a targeted push notification to these users to wish them a happy birthday, and/or remind them about their free birthday wash (if you have the Mobile App and are doing the birthday club).

'Masked Card' shows the last 4 digits of a customer's credit card. This is a great tool if a customer does a 'Charge Back' and you want to figure out who it was. It's also useful if a customer accidentally enrolls in a wash club twice (through downloading the app and joining again at the kiosk), typically, they'll use the same credit card on both.

To add a new customer: Click 'New Customer'

Complete all of the required fields. Every customer needs a unique email address, but multiple customers can use the same phone number.

Tip! Even if a field isn't required, we still recommend asking for it. You can use this data to build your own customer database for marketing purposes.

Assigning to a Location is how you assign that customer's tax rate. When a location is assigned, they will be charged the tax rate from that location for their app purchases.

Click this field.

'Quick Signup' is a great way to quickly bypass a lot of the required fields. If you have an attendant signing up customers in line for Wash Clubs, 'Quick Signup' is a quick way to set up customer accounts and enroll them in wash clubs.

What the 'Quick Signup' form looks like.

Click the 'Search' field.

'Send Targeted Push' allows you to send a push notification to customers on the customer report. If you've filtered the report it will only send it to those that appear in the list.

When sending a targeted push, it will always tell you how many people you're sending it to.

Type your targeted push notification Title and Body then hit 'Send'

You'll get notification that it was sent and you can 'Close'

Under 'Options' you can: - Toggle Columns (turning them on or off) - Save Layout (with your column configuration) - Restore Default (restore the column toggles, spacing etc. to the default view) - Reset Spacing (reverts the columns to the default dimensions) - Export (as .CSV) - Fullscreen (displays the report large on the screen)

'Search by Media' at the top allows you to quickly find a customer by their RFID tags or license plate. For example, if you know a license plate but don't know which customer it's associated with, you can click 'Search by Media'

Click the 'Search' field and type the license plate number you're trying to track down.

When you're done, click 'Close'

Now we'll look at 'ExpressPass Users' The 2 types of customer lists can be confusing, especially if you're doing ExpressPass RFID Wash Club and another type (like the Mobile App, for example). What's important to remember is that customers will appear under the customer list to which ich they were added. They should be only under App Users or ExpressPass Users. 99% of our customers will only have customers under 1 customer type list and the Customer tab of Hosted Solutions will show whichever list was last used first.

On the ExpressPass Customer List, a lot of the filter fields are like the App User grid. Customers are listed as 'Active' unless they have been manually changed to 'Inactive'.

'Credit Hold' shows customers whose wash club billing has gone into 'Credit Hold'; this means they have not been successfully billed for the ExpressPass program.

'End Billing Pending' are users who can continue to use their ExpressPass program until their next bill date.

You can quickly search for a customer name here.

You can quickly search for a customer's phone number here.

'Status' will either be: - Active (Customers are listed as 'Active' unless they have been manually changed to 'Inactive'.) - Inactive - Credit Hold (customers whose wash club billing has gone into 'Credit Hold'; this means they have not been successfully billed for the ExpressPass program.)

'Recurring Billing' will either be: - Automatic (the customer gets automatically billed from the system every month on their billing day) - Manual (you need to manually charge the customer for their ExpressPass program). 'Recurring Billing' status is set when you add a new ExpressPass user.

'Billing Cycle' is either 0 or 1. - 0 means: there's no next billing date set (this is usually for pay-as-you-go members). - 1 means: they're billed monthly - 12 means: they're billed annually

'Billing Day' is the actual date that the customer gets billed each month.

'Billing Attempt' is the last date that the customer was attempted to be billed.

'Last Invoice is the last time an invoice was created for the account. This is usually recurring billing, but there are times when the date is modified to try and prevent certain billing issue.

To add a new ExpressPass customer: Tap 'Add New'

Choose which type of loyalty program they're enrolling in.

Select the package associated with that loyalty type.

Complete the other fields

Media ID is the number on the RFID tag you're assigning to this customer.

Each customer needs a unique email address.

'Use Cash on signup' means you'll collect cash for the first payment for the ExpressPass program.

'Use Custom Price' allows you to set a custom price for this customer.

Max Use Period can either be: - Unlimited (they can use the ExpressPass program as much as they want) - Day (you limit how many times they can use the ExpressPass program in a single day) - Month (you limit how many times they can use the ExpressPass program in a month) Think of this as your 'Unit' for your wash club.

Pass Max Uses sets how many times they can use the club per day or month (based on which Max Use Period 'unit' you select).

The Customer Grid in Hosted Solutions

There are 2 types of customer lists in Hosted Solutions: App Users and ExpressPass users. Here's how to view and manage your customers. Document # 101-0346 Updated 04/22/2025

HS Support
66 steps
3 minutes

Hostedsolutions-Demo

Log in to Hosted Solutions [https://hosted.hamiltonservices.com](https://hosted.hamiltonservices.com/customers) Navigate to 'Customers' <https://hosted.hamiltonservices.com/customers>

'ExpressPass Users' are customers who: - Have been manually added to an ExpressPass RFID customer grid.

For ExpressPass users: skip ahead to step #[45!](https://scribehow.com/viewer/How_To_Add_A_New_Customer_In_The_System__JES-e6XlTnKQSeWr2Rs_xg?scrollToActionId=6e4f96e5)

Back to the 'App User' grid. By default, the App User customer grid will sort by 'Last Login'. This helps you see your most active users quickly.

'Active Users' have validated their emails or have signed up for a club at the kiosk (kiosk sign up). If a customer has not validated their email, they will be counted as 'Invalid'

'Invalid Users' are those who have downloaded the app, started the signup process, but never verified their email.

To change a customer's account status between active and inactive, tap on the person's name.

Click 'Edit' in the User Profile

Tap 'Account Status'

Click 'Update'

Back to the App User Grid:

'Credit Hold' shows customers whose wash club billing has gone into 'Credit Hold' this means they have not been successfully billed for a wash club.

'Parent Account' refers to the main account in a Family Plan (if you're doing Family Plans with wash clubs).

'Child Account' refers to the children's accounts in a Family Plan (if you're doing Family Plans with wash clubs).

'Expiring Card' will show how many customers have a card about to expire.

'Expired Card' will show how many customers have an expired card on file on their app.

You can quickly search for a customer name here.

You can quickly search for an email here.

'Date Created' is when the account was first created (by downloading the app, being manually created in Hosted Solutions, or joining a LPR or App Wash Club at the kiosk).

Filter by customers in a specific wash club or in no wash club ('None')

Active club customers will be listed as Club Status 'Active'.

It is possible to be 'Inactive' but still be listed as in a club if they had previously been an active member.

If a customer has input their birthday in the mobile app, or it's been manually added, it will be listed here.

To add a new customer: Click 'New Customer'

Complete all of the required fields. Every customer needs a unique email address, but multiple customers can use the same phone number.

Tip! Even if a field isn't required, we still recommend asking for it. You can use this data to build your own customer database for marketing purposes.

Assigning to a Location is how you assign that customer's tax rate. When a location is assigned, they will be charged the tax rate from that location for their app purchases.

Click this field.

What the 'Quick Signup' form looks like.

Click the 'Search' field.

'Send Targeted Push' allows you to send a push notification to customers on the customer report. If you've filtered the report it will only send it to those that appear in the list.

When sending a targeted push, it will always tell you how many people you're sending it to.

Type your targeted push notification Title and Body then hit 'Send'

You'll get notification that it was sent and you can 'Close'

Click the 'Search' field and type the license plate number you're trying to track down.

When you're done, click 'Close'

On the ExpressPass Customer List, a lot of the filter fields are like the App User grid. Customers are listed as 'Active' unless they have been manually changed to 'Inactive'.

'Credit Hold' shows customers whose wash club billing has gone into 'Credit Hold'; this means they have not been successfully billed for the ExpressPass program.

'End Billing Pending' are users who can continue to use their ExpressPass program until their next bill date.

You can quickly search for a customer name here.

You can quickly search for a customer's phone number here.

'Billing Cycle' is either 0 or 1. - 0 means: there's no next billing date set (this is usually for pay-as-you-go members). - 1 means: they're billed monthly - 12 means: they're billed annually

'Billing Day' is the actual date that the customer gets billed each month.

'Billing Attempt' is the last date that the customer was attempted to be billed.

'Last Invoice is the last time an invoice was created for the account. This is usually recurring billing, but there are times when the date is modified to try and prevent certain billing issue.

To add a new ExpressPass customer: Tap 'Add New'

Choose which type of loyalty program they're enrolling in.

Select the package associated with that loyalty type.

Complete the other fields

Media ID is the number on the RFID tag you're assigning to this customer.

Each customer needs a unique email address.

'Use Cash on signup' means you'll collect cash for the first payment for the ExpressPass program.

'Use Custom Price' allows you to set a custom price for this customer.

Pass Max Uses sets how many times they can use the club per day or month (based on which Max Use Period 'unit' you select).