Your Customers
How do I manage my notification settings?
All of your notifications settings – for push notifications, SMS, and email – can be managed via the Notifications Center. Log in to your dashboard, hover over your profile icon, and select Notifications Center. You can also navigate to this area by ...
How do I update my Business Profile?
To update your dashboard's Business Profile, hover over the profile icon and select Business Settings. Here you can update the following: Business Information Contact Information Website Information About Your Business (Short Description) About Your ...
How do I search for a group in Your Customers?
To search for a customer group, select the Your Customers tile. To manage customer groups, select the Groups tab. Use the search field to enter the customer group name. The results will display below.
How do I create a customer group in Your Customers?
To create a customer group, select the Your Customers tile. To manage customer groups, select the Groups tab. By default, all customers are added to the General group. Select the “+” icon to add a new customer group. Enter a group name and select the ...
How do I edit a customer in Your Customers?
To edit a customer, select the Your Customers tile. Select the pencil icon next to the customer you want to edit. Update the customer's information and select Save.
How do I delete a customer in Your Customers?
To delete a customer, select the Your Customers tile. In the edit column, select the Trash icon to delete the customer's information. Select OK to confirm.
How do I send a survey to a customer in Your Customers?
To send a survey from the Your Customers section, select the Your Customers tile. To send the customer a survey, select the Send Survey icon. Select “Yes” from the pop-up menu to confirm.
How do I export customers in Your Customers?
To export a list of your customers, select the Your Customers tile. Select the Export icon. The spreadsheet will automatically download in a .CSV format.
How do I import customers in Your Customers?
To import customers, select the Your Customers tile. Select the import icon Select the link to download a .CSV template. Add customer information to the appropriate cells in the template. Remember to save as a .CSV file. ...
How do I add a customer in Your Customers?
To add a new customer: Select the Your Customers tile. Select Add Customer. Enter the customer's information: First & last name, email address, phone number, and customer group (optional). Select Save New Customer, you will be directed to the ...