👨‍💼Customer Profile Access

View Customer Profile

1. Upon successful login, navigate to the left-hand menu. From the modules listed here, click theicon. Doing so takes you to the Customers screen.

   
2. The screen starts off with the 'Customer Base' heading, under which four tiles are present to display meaningful information. They include a count of the total number of customers, card transactions, reviews, and an overall feedback rating.

   
3. The next item is the customers grid. Here, information for each customer is tabulated via a number of columns that include User Name, Created, Birthdate, Phone, Feedback Rating, UTM, Device, Customer Cards, and Custom Fields.

   
4. Clicking on a customer profile from here opens the details of the selected profile, which includes the customer's name and the details of the cards issued to them.

   
5. Scrolling down further, you will see the card installation and referral links. By clicking on the 'Copy' button, you can copy the link and send it to a customer.

   

Add A Customer

1. Left-Hand Menu > Customers To land on the Customers screen, follow the above-mentioned workflow. Navigate to the customers grid and click the button at the From the bottom of this grid, click the button. Doing so opens the Add Customer popup.

   
2. Enter the customer's contact information here. Once you have recorded all the required details, click the Once the required details are recorded, click the Once the required details are recorded, click the button. This adds the customer profile and it is displayed in the customers grid.