Searching for Customers
Updated 5 months ago
by
Isa
Searching for Customers
- Log into the Dashboard
- Click Customers on the top menu bar
- Search by First Name, Last Name, Mobile phone number, or email address
If you’re having trouble finding a customer by name or email, phone number tends to be the most unique identifier
- Click on the customer's profile to bring up their details
- You’ll be able to see their Contact details, Active Payment Sources, and Recent Transactions
