π¨βπΌCustomer Profile Access
View Customer Profile
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.
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.
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.
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
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