All Customers

Useful articles that cover functionalities within your All Customers section

11 articles in this collection
Written by Renee, Kayleona Lucero, and Megan Baker

All Customers - Overview

Customer control center - Manage, your customers change their payment method, add additional users and much more!

Written by Renee
Updated over a week ago

Manage your Customers

Add Additional User

How to add additional users in All Customers.

Written by Kayleona Lucero
Updated over a week ago

Disable Member App Access

Learn how to disable a cancelled members app access

Written by Renee
Updated over a week ago

Export Information in All Customers

Export information from the All Customers section.

Written by Kayleona Lucero
Updated over a week ago

Delete a Customer

Remove a Customer from the All Customers section

Written by Kayleona Lucero
Updated over a week ago

Merge Accounts

Merge two existing accounts in your All Customers Section

Written by Megan Baker
Updated over a week ago

Merge Accounts to Delete Unwanted Buyer Profiles

How to merge and delete a buyer profile from your All Customers section

Written by Kayleona Lucero
Updated over a week ago

Buyer information

Buyer Information - Overview

View all of the functions and features of the Buyer Information Section in All Customers

Written by Megan Baker
Updated over a week ago

Buyer Profile - Merge Participants

Learn how to merge and combine duplicate participants in your All Customers Buyer Profile

Written by Megan Baker
Updated over a week ago

Participant Profiles

Browse through all your Participant Profiles, send out communications, and view their registrations, payments, notes, and custom fields

Written by Megan Baker
Updated over a week ago

Buyer profile - Plus button

Use the + button to add memberships, trials, retail, and other registrations to your customers

Written by Megan Baker
Updated over a week ago