At some point, you may need to make edits or changes to your customer's information like his/her name, contact information, etc.
To make edits to your customer's information, follow the steps below:
To see your list of customers (or to see your history with a specific customer), follow the steps below:
Step 1: From within your Dashboard, on "Customers" at the top.
Step 2: You can now see all of your customers in alphabetical order. You can also use the search bar at the top to look for a specific customer by name or email address.
To edit a specific customer's information, click on his/her name.
When you click into a specific customer's profile, this is what it will look like:
Step 3: Once inside your customer's profile, you can now edit their information, from name to contact information.
When you're finished, click the green "Update customer" button.
And that's it! If you still have questions about your customers, email us at firstname.lastname@example.org or click on the icon below.