Click the customer name to expand the card and View profile.
Under Details, click ✎ on the right to add or edit customer details.
Click Save when finished.
Advanced: Set customer tags to allow for exemption from credit card fees and email auto-reminders. Also, use tags for wholesale customers or as keywords when searching the platform.
Update a customer
How to update a customer profile.
Written by Anissa Zoelle
Updated over a year ago