Accessing your Customer List

Step 1: Click on the “Manage Customers” button at the left sidebar.

Step 2: Click on the “Customer List” button at the left sidebar.

Creating a Customer Record

Step 1: Click on the “Add Customer(s)” button at the top right of your customer list.

Step 2: Click on the “Single Record” button.

Step 3: Enter your customer details.

Step 4: Click on the “Save” button.

Bulk Upload your Customers

Step 1: Click on the “Add Customer(s)” button at the top right of your customer list.

Step 2: Click on the “Bulk Upload” button.

Step 3: Download the sample excel file.

Step 4: Paste your customer data into the sample excel file.

Step 5: Upload the excel file

Step 6: Select the customer groups to tag your customers.

Step 7: Click on the “Upload” button.

Bulk Update your Customers

Step 1: Click on the “Add Customer(s)” button at the top right of your customer list.

Step 2: Click on the “Bulk Update” button.

Step 3: Download your customer database.

Step 4: Update the data of your customer database.

Step 5: Upload the excel file

Step 6: Click on the “Update Database” button.

Accessing your Customer Dashboard

Step 1: Scroll to the right of your customer list.

Step 2: Click on the “View” button of your selected Customer.

Editing your Customer Information

Step 1: Click on the “Edit” button at your Customer Dashboard.

Step 2: Edit your customer’s information.

Step 3: Click on the “Save” button.

Deleting a Customer

Step 1: Scroll to the right of your customer list.

Step 2: Click on the “Delete” button of your selected Customer.

Exporting your Customer Database to Excel

Step 1: Click on the “Export to Excel” button at the top of the page.