How to Edit a Customer from the Profile Card overview
This guide will walk you through the process of updating a customer's information to ensure all details are accurate for your team.
Step 1: Locate the "Edit Customer" Option
- To find the "Edit Customer" button, go to the left-hand menu of the customer's profile.
- The three dots icon is located above the customer's name and to the right of the "back to customers" button.
- Click on the three dots.
Step 2: Access the Edit Form
- A drop-down menu will appear. Click on Edit Customer.
Step 3: Edit Customer Information
From this form, you can edit various details about the customer:
- First Name
- Last Name
- Suburb: You can edit their suburb (e.g., Fortitude Valley).
- Mobile Number
- Business Name
Step 4: Update the Address
- You can also search for the customer's exact address.
- As you type, all matching addresses in Australia will populate.
- Select the correct address from the list to ensure your team has the exact address for scheduling.
Step 5: Save Your Changes
- Once you have made the necessary edits, click on Update Customer to save the changes.