How to add and manage customers
What is the Customer feature used for?
The Customers feature allows you to create and manage customer profiles linked to your Bitnob Business account. These profiles help you keep track of customers you transact with and simplify future payments and record-keeping.
How do I add a customer?
To add a customer, follow these steps:
- From the navigation menu, select Customers.
- Click Add a customer.
- Enter the customer's details:
- First name
- Last name
- Phone number
- Email address
- Select "Add customer" to save the profile.
Once completed, the customer will be added to your customers list.
What customer information is required?
To create a customer profile, you must provide:
- First name
- Last name
- Email address
Phone number is optional but recommended for easier identification.
Where can I view my customer list?
All added customers are displayed on the Customers page. You can view details such as:
- Customer ID
- Customer name
- Mobile number
- Date added
- Status
Can I search or filter the customer list?
Yes. Use the search bar at the top of the Customers page to quickly find a customer by name or other details.
Who can add or manage customers?
Access to customer management depends on your account role and permissions. Typically, administrators and authorized team members can add and manage customers.