How to Edit or Delete a Customer Profile

How to Edit or Delete a Customer Profile

To edit or delete a customer's profile, tap on the Customers menu on the main screen. If needed, use the Search field to find your customer. Once located, click on their name to access the profile.

Within the customer's profile, you can edit any details you wish. After making the changes, click Save. If you wish to delete the profile, click on the trash can icon, located in the upper right corner of the screen.

For your security, the system will ask for confirmation before deleting the profile. Please note: once deleted, the profile cannot be recovered.

All set!

    • Related Articles

    • How to display customer birthdays in the calendar

      Jarbas allows you to display your customers’ birthdays directly in the calendar, making it easier to remember important dates and create relationship actions such as messages, promotions, or special offers. To make this work, you just need to follow ...

    • My customer isn’t showing up in the list. What’s going on?

      Sometimes users notice that a customer they added seems to have disappeared or isn’t showing up in their customer list. Don’t worry — this is usually something simple to fix. It’s often caused by active filters, unsynced data, or an expired login ...

    • My category isn’t showing up. What could be happening?

      If the customer categories you created are not showing up, or seem to have “disappeared”, this is usually related to filters or data not being fully synced. Follow the steps below to fix the issue: 1. Check your filters On the home screen, tap ...

    • How to show the delivery dates of the orders in the Jarbas calendar

      For an order to appear in the Jarbas calendar, you must add a delivery date to the order. Without a delivery date, the order will not be shown in the calendar. Below is the complete step-by-step guide. 1. Add a delivery date to the order From the ...

    • How to Register a Client?

      Hello! We're here to guide you through the client registration process in Jarbas. It's a very simple process; let's see how easy it is: At the bottom of your screen, start the registration by clicking the Plus (+) button. In the menu that pops up, ...