Manage your customer in the portal

2 min. readlast update: 01.26.2026

To manage customers from the portal, you can open the Customers menu on the sidebar and click it.


To manage your customer, you can do the following :

  1. Add customer
    To add a customer, you can click on the “+ Create Customer” button. 


    After that, you need to fill out the form in the details section. Press save when you are done.

  2. Edit customer
    To edit a customer, you can press the Edit button. 


    After that, you need to fill out the form in the details section and click save when it done.
  3. View loyalty info
    You can view your loyalty balance and history by tapping the three dots icon and selecting “View Loyalty Information.”

  4. Delete customer
    To delete a customer, you can press the three dots icon in the customer you want, then select Delete.



Was this article helpful?