Steps
- Log in at
https://app.buildagangsheet.com/merchant/dashboard. - Click Customers in the left sidebar.
- The list shows five columns — ID, Name, Email, Phone and Created At — plus an Actions column. You can sort and search on ID, Email, Phone and Created At.
Adding a customer by hand
- Click Add Customer.
- Fill in Name, Email and Phone.
- Optionally tick Send email to the customer about the customer creation to notify them that the account exists.
- Click Create.
Note
The button reads Create when you are adding someone new and Save when you are editing an existing record.
Changing a customer's password
Open an existing customer from the list. The panel gains New Password and Confirm New Password fields, plus a Send email to the customer about the password update checkbox. Set the password, decide whether to notify them, then click Save.
Why Use the Customers Tab?
- Create accounts for trade or wholesale customers before they ever visit the store.
- Reset a customer's password without asking them to go through a reset email.
- Find a customer's records quickly when they contact you about a design.