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Update a customer
Update a customer

How to update a customer profile.

Anissa Zoelle avatar
Written by Anissa Zoelle
Updated over a week ago
  1. Click the customer name to expand the card and View profile.

  2. Under Details, click on the right to add or edit customer details.

  3. Click Save when finished.

  4. 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.

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