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Customers

This is where you can view and add customers. You can view the existing registered customer's name, email, and phone number, where the customers viewed are shared for each shop's branch. Staff members cannot be added as customers to any organization they are a part of.

Customers overview Customer list

Searching Customers​

Click on the "search customer" search bar to help find specific customers. Search using either the name or email of the customer.

Search customers

If you have a high number of customers registered, navigate through the customer base using the arrows below the customers listed to go through the pages. You can also change the number of items per page by clicking on the drop-down menu to choose between 10, 25, 50, or 100.

Pagination

Adding Customers​

To add a new customer, click Add Customer. It is required to add the first name, last name, and email of the customer to register them as a customer. The phone number is recommended but optional. Click save to update the customer client base.

Add customer button Add customer form

Adding customers cannot be performed by the contributor role.

Contributor restriction

Editing Customers​

If a customer does not have a registered email or phone number, you can update their personal information through this page. Click "Set Email" and "Set Phone" respectively to input the customer's information, then click Save to update the customer page. Setting unregistered emails and phone numbers can only be performed by the admin and owner roles.

Set email and phone Set phone Email confirmation Phone confirmation

Deleting Customers and Customer Information​

You cannot remove an email or phone number once it has been set. Only the customer can edit their personal information once it's been set. You cannot remove a customer from the system in a branch.