Creating and Editing Customers

Written By David Henkel

Last updated Over 1 year ago

The Customers section in the BackOffice allows you to view and manage your customer database and create new customer profiles for better tracking and engagement.

Step 1: Navigate to Customers

Log into the BackOffice and select Customers from the left-hand side navigation menu.

Step 2: View and Create Customers

On the Customers page, you can:

  • View all existing customer profiles in your database.

  • Create a new customer by clicking Create Customer in the upper right-hand corner of the page.

Step 3: Add Customer Details

In the pop-up window, enter the following details for the new customer:

  • First Name (required)

  • Last Name (required)

  • Address (optional)

  • Phone Number (optional)

  • Email (optional)

Click Create to save the customer profile.