> For the complete documentation index, see [llms.txt](https://docs.madhype.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.madhype.io/operations/customer-profile-access.md).

# Customer Profile Access

## View Customer Profile

1. Upon successful login, navigate to the left-hand menu. From the modules listed here, click the<img src="https://3554875619-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FoWtChLizWHxiNRSyQ9q2%2Fimage.png?alt=media&#x26;token=14d039ef-648a-44aa-a94d-57f61f641607" alt="" data-size="line">icon. Doing so takes you to the Customers screen.<br>

   <figure><img src="https://storage.googleapis.com/highlevel-backend.appspot.com/memberships/w4Eybb71f3XiSnCfDyel/other/12d70991-97ab-4bdd-820e-afd0acb33b4a" alt=""><figcaption></figcaption></figure>
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.<br>

   <figure><img src="https://storage.googleapis.com/highlevel-backend.appspot.com/memberships/w4Eybb71f3XiSnCfDyel/other/44c88fa4-ebae-431f-a472-03ff5ee56b5a" alt=""><figcaption></figcaption></figure>
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.\ <br>

   <figure><img src="https://storage.googleapis.com/highlevel-backend.appspot.com/memberships/w4Eybb71f3XiSnCfDyel/other/b5461911-06b7-495a-9364-13ade7768c92" alt=""><figcaption></figcaption></figure>
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.<br>

   <figure><img src="/files/abgGB5HYzHuPhSIvMaFC" alt=""><figcaption></figcaption></figure>
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.<br>

   <figure><img src="https://storage.googleapis.com/highlevel-backend.appspot.com/memberships/w4Eybb71f3XiSnCfDyel/other/1dcc35ba-73d5-404e-962f-9861e0a20b7c" alt=""><figcaption></figcaption></figure>

## 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 <img src="/files/ZM16PPhrzU0zynyKNjRW" alt="" data-size="line">button. Doing so opens the Add Customer popup.\ <br>

   <figure><img src="/files/uqXmiYiVkEZbZmLEYrvK" alt=""><figcaption></figcaption></figure>
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<img src="/files/vQfTZvpdC5BGlaJNzmkr" alt="" data-size="line"> Once the required details are recorded, click the <img src="/files/uzc1ksveFPhM6BASMwMa" alt="" data-size="line">button. This adds the customer profile and it is displayed in the customers grid.\ <br>

   <figure><img src="/files/FWYwCFhmLnuEcvFiWRgA" alt=""><figcaption></figcaption></figure>
