Documentation

Business Plan

Managing Customers

Editing Customers

Customer information such as name, email address, and profile picture are managed by the customer via their own account. Business managers cannot change this information. Managers may only enable or disable the customer's membership.

  1. Click Manage from the top menu
  2. Click Customers
  3. A list of your customers will be displayed
  4. Click the three dot iconfor the customer that you would like to edit
  5. Click Deactivate to deactivate the customer's membership or Activate to activate the customer's membership

You can also activate or deactivate a customer by navigating to the customer edit page:

  1. Click Manage from the top menu
  2. Click Customers
  3. A list of your customers will be displayed
  4. Click the three dot iconfor the customer that you would like to edit
  5. Click Edit
  6. Check or uncheck the Active checkbox
  7. Click Save

TIP A disabled customer will not be able to see your business dashboard and will not receive email communications from your business. However, you can still review a customers old reviews and they will continue to appear on reports.

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Adding Customers
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Searching for Customers