Customer accounts are automatically created when a customer logs in on your website.
You can view and manage clients --> client list.
Tap on edit
First Name
Last Name
Email
Phone Number
Birthday
Check-In Notes
How to edit client profile
Tap on clients --> client list. Search for customer and tap on the client.
2. Tap edit and
Common Questions
What if my customer has duplicate accounts. Can I merge them?
There is a chance that your customer might make two accounts using different emails. If you think this is the case, send us a live chat so that we can merge the two.
Can I edit custom form fields in the client profile for my customers?
Not just yet, but we're working on it!
Can I add a customer on my end?
Yes! Go to clients --> client list and tap New Client.
What are client check-in notes?
These are small notes you can write on the client so that anyone else helping the customer can learn a little bit more information about them. These notes are not visible to your customers.
Ideas such as this include special guests and interest in retail /sales etc.
How can my customer edit their own profile information?
They may edit this information themselves by going to your website and logging in the upper right hand corner.
2. How to reset client password
Tap on "Actions"
Tap Reset password"
3. How to delete customer
Tap on "Actions"
Tap Delete Customer