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!

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