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 Customerin 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.